Call report code · Schedule RC-T
RCONJ259: Fiduciary and Related Assets:individual Retirement Accounts, Health Savings Accounts, and Other Similar Accounts - Managed Assets
RCONJ259 is the call report code for fiduciary and related assets:individual retirement accounts, health savings accounts, and other similar accounts - managed assets, reported on Schedule RC-T, Fiduciary and Related Services. For Q2 2026, 427 banks reported it, totaling $284.14B; the median among the 364 with a nonzero amount was $112.4M. The largest value reported for Q2 2026 was $181.24B, by Northwestern Mutual Wealth Management Company.
Where RCONJ259 sits on the call report
| Code | RCONJ259 (prefix RCON, item J259) |
|---|---|
| Prefix RCON | Domestic offices. Banks without foreign offices (FFIEC 041 and 051 filers) report their whole balance sheet in RCON items. |
| Schedule | RC-T, Fiduciary and Related Services |
| Reported on | FFIEC 041, FFIEC 051 |
| Value | Dollar amount, reported in thousands, as of the quarter end |
| In the MDRM since | 2009 |
The same item under other prefixes
Item J259 is also reported under these codes. Which banks file each one depends on the form they file.
| Code | Meaning of the prefix | Banks reporting |
|---|---|---|
| RCFDJ259 | The consolidated bank, domestic and foreign offices, reported by FFIEC 031 filers (banks with foreign offices) | 44 |
Largest reported values, Q2 2026
| Bank | Headquarters | RCONJ259 |
|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | $181.24B |
| Bessemer Trust Company, N.A. | New York, NY | $4.95B |
| Commerce Bank | Kansas City, MO | $4.91B |
| Country Trust Bank | Bloomington, IL | $4.17B |
| The Glenmede Trust Company, N.A. | Philadelphia, PA | $2.94B |
| Alerus Financial, N.A. | Grand Forks, ND | $2.27B |
| The Haverford Trust Company | Radnor, PA | $1.96B |
| CIBC National Trust Company | Atlanta, GA | $1.70B |
| Associated Bank, N.A. | Green Bay, WI | $1.68B |
| Associated Trust Company, N.A. | Milwaukee, WI | $1.68B |
Total reported by quarter
| Quarter end | Banks reporting | Total reported |
|---|---|---|
| June 30, 2026 | 427 | $284.14B |
| March 31, 2026 | 351 | $252.18B |
| December 31, 2025 | 974 | $312.00B |
| September 30, 2025 | 349 | $296.07B |
| June 30, 2025 | 435 | $281.75B |
| March 31, 2025 | 352 | $256.75B |
| December 31, 2024 | 1,001 | $259.97B |
| September 30, 2024 | 343 | $254.68B |
Related
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