Call report 2026Q2 · Schedule RC-T
STIFEL BANK — Schedule RC-T — Fiduciary and Related Services, 2026Q2
Trust and custody activity: fiduciary assets under management, number of accounts, and fiduciary income.
What stands out
STIFEL BANK filed 143 items on Schedule RC-T for 2026Q2. The largest amount is $149.56B for “Custody/safekeeping Accts - Non-mngd”. Next come “Custody/safekeeping Accts-# Non-mngd” at $601.7M and “Income From Fiduciary Activities” at $597K. 138 of the 143 items are reported as zero — the line exists on the form, the bank has no such position. Dollar amounts are as filed, in thousands of USD; counts, dates and ratios keep their own units. Every value links to its fact record with the filing it came from.
Schedule RC-T — Fiduciary and Related Services
Trust and custody activity: fiduciary assets under management, number of accounts, and fiduciary income.
| Item | MDRM | Value as filed | Source |
|---|---|---|---|
| Prsnl Trst/agncy Accts-managd Assets | RCONB868 | 0 | evidence → |
| Prsnl Trst/agcy Accts-non-man Assets | RCONB869 | 0 | evidence → |
| Prsnl Trst/agcy Accts Nbr Managd Acc | RCONB870 | 0 | evidence → |
| Prsnl Trst/agcy Accts Nbr Non-mng Ac | RCONB871 | 0 | evidence → |
| Employee Bnft-defnd Cntrbtn-man Asts | RCONB872 | 0 | evidence → |
| Employee Bnft-defnd Cntrbtn-non,etc | RCONB873 | 0 | evidence → |
| Employee Bnft-defnd Cntrbtn-# Managd | RCONB874 | 0 | evidence → |
| Employee Bnft-defd Cntrbtn Mbr Non,e | RCONB875 | 0 | evidence → |
| Employee Bnft-dfnd Bnft-managd Asets | RCONB876 | 0 | evidence → |
| Employee Bnft-dfnd Bnft-non-mngd,etc | RCONB877 | 0 | evidence → |
| Employee Bnft-dfnd Bnft-# Mngd Accts | RCONB878 | 0 | evidence → |
| Employee Bnft-dfnd Bnft Nbr Non-mngd | RCONB879 | 0 | evidence → |
| Oth Retirement Accts-managed Assets | RCONB880 | 0 | evidence → |
| Oth Retiremnt Accts-non-mangd Assets | RCONB881 | 0 | evidence → |
| Oth Retiremnt Accts-# Managed Accts | RCONB882 | 0 | evidence → |
| Oth Retiremnt Accts-# Non-mngd Accts | RCONB883 | 0 | evidence → |
| Corp Trst/agcy Accts-managed Assets | RCONB884 | 0 | evidence → |
| Corp Trst/agcy Accts-non-mngd Assets | RCONB885 | 0 | evidence → |
| Invmt Mngemnt Agcy Accts-mngd Assets | RCONB886 | 0 | evidence → |
| Invmt Mngemt Agcy Accts-# Mngd Accts | RCONB888 | 0 | evidence → |
| Other Fiduciary Accts-managed Assets | RCONB890 | 0 | evidence → |
| Oth Fiduciary Accts-non-mnged Assets | RCONB891 | 0 | evidence → |
| Oth Fiduciary Accts-# Managed Accts | RCONB892 | 0 | evidence → |
| Oth Fiduciary Accts Nbr Non-mngd Acc | RCONB893 | 0 | evidence → |
| Total Fiduciary Accts-managed Assets | RCONB894 | 0 | evidence → |
| Totl Fiduciary Accts-non-mngd Assets | RCONB895 | 0 | evidence → |
| Totl Fiduciary Accts-# Mngd Accounts | RCONB896 | 0 | evidence → |
| Totl Fiduciary Accts-non-mngd Accts | RCONB897 | 0 | evidence → |
| Custody/safekeeping Accts - Non-mngd | RCONB898 | 149,564,318 | evidence → |
| Custody/safekeeping Accts-# Non-mngd | RCONB899 | 601,710 | evidence → |
| Corp/muncpl Trusteeship-# Of Issues | RCONB927 | 0 | evidence → |
| Corp/muncpl Trstshps-prncpl Amt Otsd | RCONB928 | 0 | evidence → |
| Trnsfr Agnt,regstrar,etc-# Of Issues | RCONB929 | 0 | evidence → |
| Domestic Equity - Number Of Funds | RCONB931 | 0 | evidence → |
| Domestic Equity-mkt Val Funds Assets | RCONB932 | 0 | evidence → |
| Intl Global Eqty Nbr Of Funds | RCONB933 | 0 | evidence → |
| Interntl/global Eqty-mk Val Fnd Asts | RCONB934 | 0 | evidence → |
| Stock/bond Blend - Number Of Funds | RCONB935 | 0 | evidence → |
| Stock/bond Blend-mk Val Fund Assets | RCONB936 | 0 | evidence → |
| Taxable Bond - Number Of Funds | RCONB937 | 0 | evidence → |
| Taxable Bond-mkt Valu Of Fund Assets | RCONB938 | 0 | evidence → |
| Municipal Bond - Number Of Funds | RCONB939 | 0 | evidence → |
| Municipal Bond-mk Val Of Fund Assets | RCONB940 | 0 | evidence → |
| Shrt Term Invmts/money Mk Nbr Of Fun | RCONB941 | 0 | evidence → |
| Shrt Term Invmts/money Mk-mk Val,etc | RCONB942 | 0 | evidence → |
| Specialty/other - Number Of Funds | RCONB943 | 0 | evidence → |
| Specialty/other-mkt Valu Fund Assets | RCONB944 | 0 | evidence → |
| Tot Collectve Invmt Funds-# Of Funds | RCONB945 | 0 | evidence → |
| Tot Collectve Invmt Funds-mk Val,etc | RCONB946 | 0 | evidence → |
| Corp Trst&agncy Accts Nbr Managd Acc | RCONC001 | 0 | evidence → |
| Corp Trst&acy Accts-# Non-mngd Accts | RCONC002 | 0 | evidence → |
| Fid Rel Ast Inv Mgmt Advis Nmg Ast | RCONJ253 | 0 | evidence → |
| Fid Rel Ast Inv Mgmt Advis Nbr Nmg A | RCONJ254 | 0 | evidence → |
| Fid Rel Ast Found Endw Tr Agy Act Mg | RCONJ255 | 0 | evidence → |
| Fid Rel Ast Found Endw Tr Nmg Ast | RCONJ256 | 0 | evidence → |
| Fid Rel Ast Found Endw Tr Nbr Mg Acc | RCONJ257 | 0 | evidence → |
| Fid Rel Ast Found Endw Tr Nbr Nmg Ac | RCONJ258 | 0 | evidence → |
| Fid Rel Ast Ira, Hsa, Othr Mg Ast | RCONJ259 | 0 | evidence → |
| Fid Rel Ast Ira, Hsa, Othr Nmg Ast | RCONJ260 | 0 | evidence → |
| Fid Rel Ast Ira, Hsa, Othr Nbr Mg Ac | RCONJ261 | 0 | evidence → |
| Fid Rel Ast Ira, Hsa, Othr Nbr Nmg A | RCONJ262 | 0 | evidence → |
| Mg Ast Fid Nint Dep Prsnl Tr Inv Mgm | RCONJ263 | 0 | evidence → |
| Mg Ast Fid Nint Dep Empl Bnft Retire | RCONJ264 | 0 | evidence → |
| Mg Ast Fid Nint Dep Empl Retire Othr | RCONJ265 | 0 | evidence → |
| Mg Ast Fid Int Dep Prsnl Tr Inv Mgmt | RCONJ266 | 0 | evidence → |
| Mg Ast Fid Int Dep Empl Bnft Retire | RCONJ267 | 0 | evidence → |
| Mg Ast Fid Act Int Dep Othr | RCONJ268 | 0 | evidence → |
| Mg Fid US Treas Obgl Prsnl Tr Inv Mg | RCONJ269 | 0 | evidence → |
| Mg Fid US Treas Obgl Empl Bnft Rel T | RCONJ270 | 0 | evidence → |
| Mg Fid Act US Treas Govt Obgl Othr | RCONJ271 | 0 | evidence → |
| Mg Fid St Cty Muni Prsnl Tr Inv Mgmt | RCONJ272 | 0 | evidence → |
| Mg Fid St Cty Muni Empl Bnft Rel Tr | RCONJ273 | 0 | evidence → |
| Mg Fid Act St, Cty, Muni Obgl Othr | RCONJ274 | 0 | evidence → |
| Mg Fid Mmmf Prsnl Tr Inv Mgmt Act | RCONJ275 | 0 | evidence → |
| Mg Fid Mmmf Empl Bnft Retire Rel Tr | RCONJ276 | 0 | evidence → |
| Mg Ast Fid Act Mmmf Othr | RCONJ277 | 0 | evidence → |
| Mg Fid Eqmf Prsnl Tr Agy Inv Mgmt | RCONJ278 | 0 | evidence → |
| Mg Fid Eqmf Empl Bnft Retire Rel | RCONJ279 | 0 | evidence → |
| Mg Fid Eqmf Othr | RCONJ280 | 0 | evidence → |
| Mg Fid Othr Mf Prsnl Tr Inv Mgmt | RCONJ281 | 0 | evidence → |
| Mg Fid Othr Mf Empl Bnft Retire Rel | RCONJ282 | 0 | evidence → |
| Mg Fid Othr Mf Othr | RCONJ283 | 0 | evidence → |
| Mg Fid Cmn Tr Fund Prsnl Tr Agy Inv | RCONJ284 | 0 | evidence → |
| Mg Fid Cmn Tr Fund Empl Bnft Retire | RCONJ285 | 0 | evidence → |
| Mg Fid Cmn Tr Fund Othr | RCONJ286 | 0 | evidence → |
| Mg Fid Othr Oblg Prsnl Tr Agy Inv Mg | RCONJ287 | 0 | evidence → |
| Mg Fid Othr Oblg Empl Bnft Retire RE | RCONJ288 | 0 | evidence → |
| Mg Fid Othr Sht Oblg Othr | RCONJ289 | 0 | evidence → |
| Mg Fid Othr Nt Bnd Prsnl Tr Agy Inv | RCONJ290 | 0 | evidence → |
| Mg Fid Othr Nt Bnd Empl Bnft Retire | RCONJ291 | 0 | evidence → |
| Mg Fid Othr Nt Bnd All Othr | RCONJ292 | 0 | evidence → |
| Mg Fid Inv Unreg Priv Eqt Prsnl Tr I | RCONJ293 | 0 | evidence → |
| Mg Fid Unreg Priv Eqt Empl Bnft Reti | RCONJ294 | 0 | evidence → |
| Mg Fid Inv Unreg Fund Priv Eqt Inv O | RCONJ295 | 0 | evidence → |
| Mg Fid Othr Cmn Prf Stk Prsnl Tr Inv | RCONJ296 | 0 | evidence → |
| Mg Fid Othr Cmn Prf Stk Empl Bnft RE | RCONJ297 | 0 | evidence → |
| Mg Fid Othr Cmn Prf Stk Othr | RCONJ298 | 0 | evidence → |
| Mg Fid RE Mtg Prsnl Tr Agy Inv Mgmt | RCONJ299 | 0 | evidence → |
| Mg Fid RE Mtg Empl Bnft Retire | RCONJ300 | 0 | evidence → |
| Mg Fid RE Mtg Othr | RCONJ301 | 0 | evidence → |
| Mg Fid RE Prsnl Tr Agy Inv | RCONJ302 | 0 | evidence → |
| Mg Fid RE Empl Bnft Retire Rel | RCONJ303 | 0 | evidence → |
| Mg Fid RE Othr | RCONJ304 | 0 | evidence → |
| Mg Fid Misc Ast Prsnl Tr Agy Inv Mgm | RCONJ305 | 0 | evidence → |
| Mg Fid Misc Ast Empl Bnft Retire Rel | RCONJ306 | 0 | evidence → |
| Mg Fid Misc Ast Othr | RCONJ307 | 0 | evidence → |
| Mg Fid Tot Mgmt Fid Prsnl Tr Agy Inv | RCONJ308 | 0 | evidence → |
| Mg Fid Tot Mgmt Fid Empl Bnft Retire | RCONJ309 | 0 | evidence → |
| Mg Fid Tot Ast Mgmt Fid Othr | RCONJ310 | 0 | evidence → |
| Inv Mgmt Fid Empl Bnft Retire Mgmt A | RCONJ311 | 0 | evidence → |
| Inv Mgmt Fid Spsd Othr Nbr Of Accoun | RCONJ312 | 0 | evidence → |
| Corp Tr Act Corp Muni Tr Iss Dflt | RCONJ313 | 0 | evidence → |
| Corp Tr Act Corp Muni Tr Prin Amt Ou | RCONJ314 | 0 | evidence → |
| Income From Fiduciary Activities | RIAD4070 | 597 | evidence → |
| Corporate Trust&agency Accounts | RIADA479 | 0 | evidence → |
| All Other Fiduciary Income | RIADA480 | 0 | evidence → |
| Net Settlements, Surcharges & Losses | RIADA488 | 0 | evidence → |
| Net Trust Income (loss) | RIADA491 | 597 | evidence → |
| Personal Trust And Agency Accounts | RIADB904 | 0 | evidence → |
| Employee Benefit-defined Contributn | RIADB905 | 0 | evidence → |
| Employee Benefit-defined Benefit | RIADB906 | 0 | evidence → |
| Other Retirement Accounts | RIADB907 | 0 | evidence → |
| Custody And Safekeeping Accounts | RIADB909 | 597 | evidence → |
| Oth Fiduciary/related Services Incme | RIADB910 | 0 | evidence → |
| Plus:intracmpny Incm Crdts For Fiduc | RIADB911 | 0 | evidence → |
| Prsnl Trst/agcy Accts-gross Loss,etc | RIADB947 | 0 | evidence → |
| Prsnl Trst/agcy Accts-gross Loss Non | RIADB948 | 0 | evidence → |
| Personal Trust/agcy Accts-recoveries | RIADB949 | 0 | evidence → |
| Retiremt Rltd Trst,etc-gross Loss Mn | RIADB950 | 0 | evidence → |
| Retiremt Rltd Trst,etc-gross Los Non | RIADB951 | 0 | evidence → |
| Retiremt Related Trst,etc-recoveries | RIADB952 | 0 | evidence → |
| Invmt Mngemt Agcy Accts-gros Los Mng | RIADB953 | 0 | evidence → |
| Invmt Mngemt Agcy Accts-gros Los Non | RIADB954 | 0 | evidence → |
| Invtmt Mngemt Agcy Accts-recoveries | RIADB955 | 0 | evidence → |
| Oth Fidu Accts/rltd Svcs-gros Los Mn | RIADB956 | 0 | evidence → |
| Oth Fid Accts/rltd Svcs-gros Los Non | RIADB957 | 0 | evidence → |
| Oth Fidu Accts/rltd Svcs-recoveries | RIADB958 | 0 | evidence → |
| Tot Fidu Settlemts,etc-gros Loss Mn | RIADB959 | 0 | evidence → |
| Tot Fidu Settlemts,etc-gros Loss Non | RIADB960 | 0 | evidence → |
| Tot Fidu Settlements,etc-recoveries | RIADB961 | 0 | evidence → |
| Less: Expenses | RIADC058 | 0 | evidence → |
| Fid Rel Srvc Inc Inv Mgmt Advis Agy | RIADJ315 | 0 | evidence → |
| Fid Rel Srvc Inc Found Endw Tr Agy A | RIADJ316 | 0 | evidence → |
Other schedules of this call report
23 further schedules filed by STIFEL BANK for 2026Q2.
- Schedule RC — Balance Sheet 39 items
- Schedule RC-A — Cash and Balances Due from Depository Institutions 6 items
- Schedule RC-B — Securities 146 items
- Schedule RC-C Part I — Loans and Leases 84 items
- Schedule RC-C Part II — Loans to Small Businesses and Small Farms 12 items
- Schedule RC-D — Trading Assets and Liabilities 25 items
- Schedule RC-E — Deposit Liabilities 43 items
- Schedule RC-F — Other Assets 9 items
- Schedule RC-G — Other Liabilities 6 items
- Schedule RC-K — Quarterly Averages 21 items
- Schedule RC-L — Derivatives and Off-Balance-Sheet Items 132 items
- Schedule RC-M — Memoranda 32 items
- Schedule RC-N — Past Due and Nonaccrual Loans, Leases, and Other Assets 140 items
- Schedule RC-O — Other Data for Deposit Insurance Assessments 38 items
- Schedule RC-Q — Assets and Liabilities Measured at Fair Value 73 items
- Schedule RC-R Part I — Regulatory Capital Components and Ratios 44 items
- Schedule RC-R Part II — Risk-Weighted Assets 371 items
- Schedule RI — Income Statement 67 items
- Schedule RI-A — Changes in Bank Equity Capital 11 items
- Schedule RI-B Part I — Charge-offs and Recoveries on Loans and Leases 42 items
- Schedule RI-B Part II — Changes in Allowances for Credit Losses 24 items
- Schedule RI-C — Disaggregated Data on the Allowance for Loan and Lease Losses 20 items
- Schedule RI-E — Explanations 16 items
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