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Call report code · Schedule RC-T

RCONB870: Personal Trust and Agency Accounts - Number of Managed Accounts

RCONB870 is the call report code for personal trust and agency accounts - number of managed accounts, reported on Schedule RC-T, Fiduciary and Related Services. For Q2 2026, 427 banks reported it; the median nonzero value was 200. The largest value reported for Q2 2026 was 178,790, by Community Bank, N.A.

Definition

Report the number of accounts for all testamentary trusts, revocable and irrevocable living trusts, other personal trusts, and non-managed personal agency accounts. Include accounts in which the institution serves as executor, administrator, guardian, or conservator. Exclude personal investment management agency accounts, which should be reported in Schedule RC-T, item 7. Also exclude Keogh Act plans, Individual Retirement Accounts (IRAs), and other pension or profit-sharing plans for self-employed individuals which should be reported in Schedule RC-T, item 5.c. Personal accounts that are solely custody or safekeeping should be reported in item 10 of this schedule.

Source: Federal Reserve Micro Data Reference Manual (MDRM). The FFIEC call report instructions remain the authority on how to report the item.

Where RCONB870 sits on the call report

Reference facts for call report code RCONB870
CodeRCONB870 (prefix RCON, item B870)
Prefix RCONDomestic offices. Banks without foreign offices (FFIEC 041 and 051 filers) report their whole balance sheet in RCON items.
ScheduleRC-T, Fiduciary and Related Services
Reported onFFIEC 041, FFIEC 051
ValueCount or number, as of the quarter end
In the MDRM since2001

The same item under other prefixes

Item B870 is also reported under these codes. Which banks file each one depends on the form they file.

CodeMeaning of the prefixBanks reporting
RCFDB870 The consolidated bank, domestic and foreign offices, reported by FFIEC 031 filers (banks with foreign offices) 44

Largest reported values, Q2 2026

The ten banks reporting the largest RCONB870 values
BankHeadquartersRCONB870
Community Bank, N.A. Canton, NY 178,790
Raymond James Trust, N.A. Saint Petersburg, FL 6,036
Bessemer Trust Company, N.A. New York, NY 4,257
Bessemer Trust Company Woodbridge, NJ 3,835
BOKF, N.A. Tulsa, OK 3,724
Bessemer Trust Company of Delaware, N.A. Wilmington, DE 3,377
Commerce Bank Kansas City, MO 3,315
Frost Bank San Antonio, TX 2,997
Edward Jones Trust Company Saint Louis, MO 2,829
The Glenmede Trust Company, N.A. Philadelphia, PA 2,577

Related

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