Associated Trust Company, N.A. has filed a 13F Notice, which details its investment holdings as of September 30, 2026. This filing is important as it provides insights into the company's investment strategies and positions, which can influence market perceptions and investor decisions.

Background

Associated Trust Company, N.A. is a financial services provider based in Milwaukee, Wisconsin. It operates under the Central Index Key (CIK) 0001813517. The company is categorized as an 'other' entity type and has been active in filing various forms with the SEC, including multiple 13F Notices in recent years.

What the Filing Says

The recent 13F Notice, filed on October 30, 2026, does not provide specific details about the investment holdings or changes made during the reporting period. The filing simply confirms the submission of the report for the quarter ending September 30, 2026.

Impact

This filing may affect investors and analysts who track the investment strategies of financial service firms. It provides transparency and may influence decisions made by stakeholders in the industry.

What's Next

The filing does not say what happens next.

Filer Information

The filing was submitted by Julio Manso, who serves as the Executive Vice President and President of Private Wealth at Associated Trust Company, N.A. His contact number is 414-278-1833, and the filing was signed on October 30, 2026.

Company Details

Associated Trust Company, N.A. is located at 815 North Water Street, Milwaukee, Wisconsin, 53202. The company operates under the Employer Identification Number (EIN) 391564826 and has a fiscal year-end on December 31.

Other Managers

The filing also mentions that Associated Trust Company, N.A. is associated with another manager, Associated Banc-Corp, which has its own 13F filing number, 028-00967.

Filing Type and Regulations

This submission is categorized as a 13F Notice under the Securities Exchange Act of 1934, indicating that it is a report of institutional investment managers regarding their equity holdings.

Limitations of the Filing

While the filing confirms the submission of the report, it does not disclose specific investment holdings, changes in positions, or any strategic insights that might typically be expected in a more detailed 13F filing.