Home > Cypress Bank & Trust > Fiduciary and Related Services
Cypress Bank & Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,073,000 | 237 |
| Number of Managed Accounts | $953,000 | 215 |
| Number of Non-Managed Accounts | $120,000 | 239 |
| Total fiduciary and related assets | $1,222,254,000 | 223 |
| Managed Assets ($) | $1,128,308,000 | 193 |
| Non-managed Assets ($) | $93,946,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,824,000 | 194 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,101,000 | 218 |
| Number of Managed Accounts | $970,000 | 199 |
| Number of Non-Managed Accounts | $131,000 | 168 |
| Total fiduciary and related assets | $1,138,129,000 | 226 |
| Managed Assets ($) | $1,049,269,000 | 198 |
| Non-managed Assets ($) | $88,860,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,462,000 | 194 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,108,000 | 222 |
| Number of Managed Accounts | $961,000 | 205 |
| Number of Non-Managed Accounts | $147,000 | 172 |
| Total fiduciary and related assets | $1,045,026,000 | 235 |
| Managed Assets ($) | $947,581,000 | 207 |
| Non-managed Assets ($) | $97,445,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,277,000 | 189 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,078,000 | 222 |
| Number of Managed Accounts | $933,000 | 210 |
| Number of Non-Managed Accounts | $145,000 | 164 |
| Total fiduciary and related assets | $1,016,462,000 | 244 |
| Managed Assets ($) | $920,015,000 | 219 |
| Non-managed Assets ($) | $96,447,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,938,000 | 211 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,048,000 | 243 |
| Number of Managed Accounts | $904,000 | 223 |
| Number of Non-Managed Accounts | $144,000 | 212 |
| Total fiduciary and related assets | $975,334,000 | 248 |
| Managed Assets ($) | $878,631,000 | 224 |
| Non-managed Assets ($) | $96,703,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,041,000 | 209 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,036,000 | 233 |
| Number of Managed Accounts | $892,000 | 213 |
| Number of Non-Managed Accounts | $144,000 | 169 |
| Total fiduciary and related assets | $883,164,000 | 253 |
| Managed Assets ($) | $789,897,000 | 227 |
| Non-managed Assets ($) | $93,267,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,940,000 | 213 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 220 |
| Number of Managed Accounts | $861,000 | 207 |
| Number of Non-Managed Accounts | $145,000 | 162 |
| Total fiduciary and related assets | $913,303,000 | 213 |
| Managed Assets ($) | $815,715,000 | 194 |
| Non-managed Assets ($) | $97,588,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,961,000 | 183 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $966,000 | 214 |
| Number of Managed Accounts | $822,000 | 203 |
| Number of Non-Managed Accounts | $144,000 | 155 |
| Total fiduciary and related assets | $997,030,000 | 216 |
| Managed Assets ($) | $891,897,000 | 194 |
| Non-managed Assets ($) | $105,133,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,953,000 | 189 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $886,000 | 243 |
| Number of Managed Accounts | $744,000 | 233 |
| Number of Non-Managed Accounts | $142,000 | 196 |
| Total fiduciary and related assets | $998,104,000 | 224 |
| Managed Assets ($) | $889,955,000 | 196 |
| Non-managed Assets ($) | $108,149,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,064,000 | 201 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,198,000 | 203 |