AWM
ASB icon

Avior Wealth Management’s Associated Banc-Corp ASB Stock Holding History

Avior Wealth Management’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 		$458K Buy
+14,873
New +$419K 0.01% 539
2024
Q2 		– Sell
-31
Closed -$666 – 2356
2024
Q1 		$666 Buy
+31
New +$647 ﹤0.01% 2492

Other funds holding ASB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Avior Wealth Management's ASB Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Associated Banc-Corp (ASB) in Q2 2026: 14,873 shares worth $458K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in ASB as recently as Q1 2024.

Avior Wealth Management first reported a position in ASB in Q1 2024 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

  • Avior Wealth Management held 14,873 shares of Associated Banc-Corp worth $458K as of Q2 2026.
  • Associated Banc-Corp was a new Avior Wealth Management position in Q2 2026.
  • Associated Banc-Corp made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Avior Wealth Management first reported a position in Associated Banc-Corp in Q1 2024 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.