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Filing updates from : 2025-04-04

Reporting Period - quarter ended : 2024-12-31



Report Label Original Value Updated Value

(USD, in thousands)
RCT Personal trust and agency accounts Managed Assets 1,168,811 1,168,559
RCT Personal trust and agency accounts Non-Managed Assets 31,339 31,666
RCT Personal trust and agency accounts Number of Managed Accounts 1,222 1,260
RCT Employee benefit--defined contribution Managed Assets 47,871 64,255
RCT Employee benefit--defined contribution Number of Managed Accounts 25 33
RCT Employee benefit--defined contribution Number of Non-Managed Accounts 210 212
RCT Employee benefit--defined benefit Managed Assets 348,018 332,148
RCT Employee benefit--defined benefit Number of Managed Accounts 38 44
RCT Other employee benefit and retirement-related accounts Managed Assets 769,989 536,428
RCT Other employee benefit and retirement-related accounts Number of Managed Accounts 1,397 1,015
RCT Investment management and investment advisory agency accounts Managed Assets 4,064,375 2,110,686
RCT Investment management and investment advisory agency accounts Non-Managed Assets 2,959 2,958
RCT Investment management and investment advisory agency accounts Number of Managed Accounts 1,938 1,328
RCT Foundation and endowment trust and agency accounts Managed Assets 258,754 45,373
RCT Foundation and endowment trust and agency accounts Number of Managed Accounts 0 0
RCT Other fiduciary accounts Managed Assets 41,152 0
RCT Other fiduciary accounts Number of Managed Accounts 20 0
RCT Total fiduciary accounts Managed Assets 6,698,970 4,257,449
RCT Total fiduciary accounts Non-Managed Assets 2,020,706 2,021,032
RCT Total fiduciary accounts Number of Managed Accounts 4,759 3,762
RCT Total fiduciary accounts Number of Non-Managed Accounts 292 294
RCT Custody and safekeeping accounts Non-Managed Assets 798,759 3,245,018
RCT Custody and safekeeping accounts Number of Non-Managed Accounts 169 1,286
RCT Individual Retirement Accounts, Health Savings Accounts, and other similar accounts Managed Assets 754,557 536,428
RCT Individual Retirement Accounts, Health Savings Accounts, and other similar accounts Non-Managed Assets 21,400 232,594
RCT Individual Retirement Accounts, Health Savings Accounts, and other similar accounts Number of Managed Accounts 1 1
RCT Individual Retirement Accounts, Health Savings Accounts, and other similar accounts Number of Non-Managed Accounts 0 0
RCT Personal trust and agency accounts 9,225 9,207
RCT Employee benefit - defined benefit 1,539 1,437
RCT Other retirement accounts 6,221 4,510
RCT Investment management and investment advisory agency accounts 21,462 12,512
RCT Foundation and endowment trust and agency accounts 1,438 256
RCT Custody and safekeeping accounts 915 12,878
RCT Noninterest-bearing deposits (Personal Trust and Agency and Investment Management Agency Accounts) 672 657
RCT Noninterest-bearing deposits (All Other Accounts) 1 0
RCT Interest-bearing deposits (Personal Trust and Agency and Investment Management Agency Accounts) 1,892 100
RCT U.S. Treasury and U.S. Government agency obligations (Personal Trust and Agency and Investment Management Agency Accounts) 443,398 245,479
RCT U.S. Treasury and U.S. Government agency obligations (Employee Benefit and Retirement-Related Trust and Agency Accounts) 64,104 60,311
RCT U.S. Treasury and U.S. Government agency obligations (All Other Accounts) 13,869 186
RCT State, county, and municipal obligations (Personal Trust and Agency and Investment Management Agency Accounts) 265,346 127,985
RCT State, county, and municipal obligations (Employee Benefit and Retirement-Related Trust and Agency Accounts) 259 384
RCT State, county, and municipal obligations (All Other Accounts) 364 0
RCT Money market mutual funds (Personal Trust and Agency and Investment Management Agency Accounts) 807,160 441,676
RCT Money market mutual funds (Employee Benefit and Retirement-Related Trust and Agency Accounts) 66,616 53,666
RCT Money market mutual funds (All Other Accounts) 20,197 3,702
RCT Equity mutual funds (Personal Trust and Agency and Investment Management Agency Accounts) 373,422 306,402
RCT Equity mutual funds (Employee Benefit and Retirement-Related Trust and Agency Accounts) 180,016 145,169
RCT Equity mutual funds (All Other Accounts) 60,972 9,458
RCT Other mutual funds (Personal Trust and Agency and Investment Management Agency Accounts) 631,169 499,640
RCT Other mutual funds (Employee Benefit and Retirement-Related Trust and Agency Accounts) 219,043 185,884
RCT Other mutual funds (All Other Accounts) 48,424 11,029
RCT Other notes and bonds (Personal Trust and Agency and Investment Management Agency Accounts) 519,511 264,782
RCT Other notes and bonds (Employee Benefit and Retirement-Related Trust and Agency Accounts) 55,718 42,292
RCT Other notes and bonds (All Other Accounts) 21,827 621
RCT Other common and preferred stocks (Personal Trust and Agency and Investment Management Agency Accounts) 2,009,700 1,263,939
RCT Other common and preferred stocks (Employee Benefit and Retirement-Related Trust and Agency Accounts) 565,008 430,011
RCT Other common and preferred stocks (All Other Accounts) 133,925 20,377
RCT Real estate mortgages (Personal Trust and Agency and Investment Management Agency Accounts) 1,855 1,987
RCT Real estate (Personal Trust and Agency and Investment Management Agency Accounts) 84,710 84,590
RCT Miscellaneous assets (Personal Trust and Agency and Investment Management Agency Accounts) 94,351 42,008
RCT Miscellaneous assets (All Other Accounts) 327 0
RCT Total managed assets held in fiduciary accounts (Personal Trust and Agency and Investment Management Agency Accounts) 5,233,186 3,279,245
RCT Total managed assets held in fiduciary accounts (Employee Benefit and Retirement-Related Trust and Agency Accounts) 1,165,878 932,831
RCT Total managed assets held in fiduciary accounts (All Other Accounts) 299,906 45,373


 

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Source of Data: FDIC, FRB, NCUA, OCC, SEC, U.S. Department of the Treasury