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Issued fixed-to-floating-rate senior notes due 2032 and 2037.
Advisor Services growth and lower funding costs lifted profitability; deposit outflows and lending growth increased short-term borrowing.
Stronger trading and asset-management fees drove record revenue as June core net new assets hit a record.
Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.
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Company data: Wikidata Q1066028
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