Action Point Financial Planning’s Associated Banc-Corp ASB Stock Holding History

Action Point Financial Planning’s Portfolio ASB Stock Details ASB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89K	Buy	+98	New	+$2.76K	﹤0.01%	2078

Other funds holding ASB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Action Point Financial Planning's ASB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Associated Banc-Corp (ASB) in Q2 2026: 98 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #2078 among its holdings.

393 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

Action Point Financial Planning held 98 shares of Associated Banc-Corp worth $2.89K as of Q2 2026.
Associated Banc-Corp was a new Action Point Financial Planning position in Q2 2026.
Associated Banc-Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2078 holding.
393 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.