Associated Banc-Corp’s Blackstone BX Stock Holding History

Associated Banc-Corp’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Buy	2,240 +100	+5%	+$13K	0.01%	300
2025 Q4	$330K	Hold	2,140	–	–	0.01%	278
2025 Q3	$366K	Sell	2,140 -3	-0.1%	-$514	0.01%	277
2025 Q2	$321K	Buy	2,143 +3	+0.1%	+$412	0.01%	274
2025 Q1	$299K	Buy	2,140 +25	+1%	+$4.06K	0.01%	279
2024 Q4	$365K	Hold	2,115	–	–	0.01%	258
2024 Q3	$324K	Sell	2,115 -44	-2%	-$6.1K	0.01%	275
2024 Q2	$267K	Buy	2,159 +64	+3%	+$7.88K	0.01%	287
2024 Q1	$275K	Hold	2,095	–	–	0.01%	279
2023 Q4	$274K	Hold	2,095	–	–	0.01%	278
2023 Q3	$224K	Buy	+2,095	New	+$218K	0.01%	286
2023 Q1	–	Sell	-6,095	Closed	-$452K	–	311
2022 Q4	$452K	Buy	+6,095	New	+$526K	0.02%	235
2022 Q2	–	Sell	-2,005	Closed	-$255K	–	302
2022 Q1	$255K	Hold	2,005	–	–	0.01%	287
2021 Q4	$259K	Hold	2,005	–	–	0.01%	291
2021 Q3	$233K	Sell	2,005 -1,757	-47%	-$204K	0.01%	300
2021 Q2	$365K	Buy	+3,762	New	+$334K	0.01%	262
2021 Q1	–	Sell	-1,866	Closed	-$121K	–	379
2020 Q4	$121K	Buy	+1,866	New	+$109K	﹤0.01%	376

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return