Associated Banc-Corp’s Pool Corp POOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-669	Closed	-$213K	–	329
2025 Q1	$213K	Buy	669 +15	+2%	+$5.09K	0.01%	306
2024 Q4	$223K	Buy	654 +7	+1%	+$2.55K	0.01%	301
2024 Q3	$244K	Buy	+647	New	+$224K	0.01%	301
2024 Q2	–	Sell	-588	Closed	-$237K	–	324
2024 Q1	$237K	Hold	588	–	–	0.01%	298
2023 Q4	$234K	Hold	588	–	–	0.01%	290
2023 Q3	$209K	Buy	588 +21	+4%	+$7.64K	0.01%	290
2023 Q2	$212K	Buy	+567	New	+$194K	0.01%	300
2022 Q1	–	Sell	-410	Closed	-$232K	–	331
2021 Q4	$232K	Sell	410 -70	-15%	-$36.7K	0.01%	308
2021 Q3	$209K	Sell	480 -57	-11%	-$27K	0.01%	320
2021 Q2	$246K	Buy	+537	New	+$226K	0.01%	293
2021 Q1	–	Sell	-613	Closed	-$229K	–	713
2020 Q4	$229K	Sell	613 -123	-17%	-$42.9K	0.01%	349
2020 Q3	$246K	Buy	736 +721	+4,807%	+$223K	0.01%	317
2020 Q2	$4K	Buy	15 +4	+36%	+$926	﹤0.01%	468
2020 Q1	$2K	Buy	+11	New	+$2.34K	﹤0.01%	653

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return