U.S. Bancorp Advisors, LLC has submitted its latest 13F-NT filing, detailing its investment activities as of September 30, 2026. This filing is crucial as it reflects the firm's current portfolio and strategic adjustments in a dynamic financial market.

Background

U.S. Bancorp Advisors, LLC, incorporated in Delaware, operates in the financial services sector. The firm has undergone recent name changes, transitioning from UnionBanc Investment Services, LLC on October 20, 2023. Its filings indicate a focus on investment management and advisory services.

What the Filing Says

The filing, dated November 5, 2026, is a 13F notice, which provides insights into the firm’s investment holdings. Specific details regarding the portfolio changes were not disclosed in the filing.

Impact

This report may affect various stakeholders, including clients and competitors in the financial advisory sector. As firms like U.S. Bancorp Advisors adapt their strategies, it highlights the competitive nature of investment management.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-NT filing was officially submitted on November 5, 2026, and pertains to the reporting period ending September 30, 2026. This notice is particularly important as it indicates the firm's compliance with SEC regulations under the 1934 Act.

Company Information

U.S. Bancorp Advisors, LLC is incorporated in Delaware and has a fiscal year-end of December 31. The firm operates from its business address at 60 Livingston Ave, St. Paul, MN 55107. The filing was signed by Shari Musselman, who holds the position of Vice President.

Other Managers

The filing also mentions another manager, US Bancorp \\DE\, which has its own SEC file number (028-00551) and CIK (0000036104). This indicates a collaborative or supervisory relationship within the broader organizational structure.

Signature and Contact Information

The filing includes contact information for Shari Musselman, who can be reached at 612-303-7856. The signature block confirms the authenticity of the submission, providing a point of contact for any inquiries regarding the filing.