Avior Wealth Management
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
Q3 		– Sell
-14,873
Closed -$458K – 789
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

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LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Avior Wealth Management's ASB Position: Q3 2026 in Review

Avior Wealth Management sold out of Associated Banc-Corp (ASB) in Q3 2026, closing a stake of 14,873 shares — an estimated $458K sold.

Avior Wealth Management first reported a position in ASB in Q1 2024 and held it in 2 quarters. The position peaked at $458K in Q2 2026. 35 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

  • Avior Wealth Management reported no remaining Associated Banc-Corp position as of Q3 2026 after selling out during the quarter.
  • Avior Wealth Management sold 14,873 Associated Banc-Corp shares in Q3 2026, an estimated $458K.
  • Avior Wealth Management first reported a position in Associated Banc-Corp in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Associated Banc-Corp position peaked at $458K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.