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Call report code · Schedule RC-T

RCONB871: Personal Trust and Agency Accounts - Number of Non-managed Accounts

RCONB871 is the call report code for personal trust and agency accounts - number of non-managed accounts, reported on Schedule RC-T, Fiduciary and Related Services. For Q2 2026, 427 banks reported it; the median nonzero value was 16. The largest value reported for Q2 2026 was 155,383, 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 RCONB871 sits on the call report

Reference facts for call report code RCONB871
CodeRCONB871 (prefix RCON, item B871)
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 B871 is also reported under these codes. Which banks file each one depends on the form they file.

CodeMeaning of the prefixBanks reporting
RCFDB871 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 RCONB871 values
BankHeadquartersRCONB871
Community Bank, N.A. Canton, NY 155,383
Fidelity Personal Trust Company, F.S.B. Boston, MA 1,808
National Advisors Trust Company Kansas City, MO 1,615
Bessemer Trust Company of Delaware, N.A. Wilmington, DE 1,309
Wilmington Savings Fund Society, FSB Wilmington, DE 910
Capital Bank and Trust Company Irvine, CA 575
First American Trust, FSB Santa Ana, CA 514
Neuberger Berman Trust Company N.A. New York, NY 438
T Bank, N.A. Dallas, TX 437
Neuberger Berman Trust Company of Delaware N.A. Wilmington, DE 430

Related

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