Carson Wealth (CWM LLC)’s Associated Banc-Corp ASB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Buy |
39,971
+6,703
| +20% | +$178K | ﹤0.01% | 1520 |
|
|
2025
Q4 | $857K | Sell |
33,268
-2,031
| -6% | -$52.2K | ﹤0.01% | 1589 |
|
|
2025
Q3 | $908K | Buy |
35,299
+3,084
| +10% | +$79K | ﹤0.01% | 1470 |
|
|
2025
Q2 | $786K | Buy |
32,215
+19,558
| +155% | +$441K | ﹤0.01% | 1385 |
|
|
2025
Q1 | $285K | Buy |
12,657
+4,824
| +62% | +$116K | ﹤0.01% | 1700 |
|
|
2024
Q4 | $187K | Sell |
7,833
-741
| -9% | -$18.1K | ﹤0.01% | 1863 |
|
|
2024
Q3 | $185K | Buy |
8,574
+1,490
| +21% | +$32.4K | ﹤0.01% | 1794 |
|
|
2024
Q2 | $150K | Buy |
7,084
+1,661
| +31% | +$35K | ﹤0.01% | 1737 |
|
|
2024
Q1 | $117K | Sell |
5,423
-3,803
| -41% | -$79.4K | ﹤0.01% | 1783 |
|
|
2023
Q4 | $197K | Sell |
9,226
-993
| -10% | -$17.9K | ﹤0.01% | 1431 |
|
|
2023
Q3 | $175K | Sell |
10,219
-1,566
| -13% | -$27.6K | ﹤0.01% | 1356 |
|
|
2023
Q2 | $191K | Sell |
11,785
-825
| -7% | -$13.6K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $227K | Sell |
12,610
-308
| -2% | -$6.74K | ﹤0.01% | 1150 |
|
|
2022
Q4 | $298K | Buy |
12,918
+391
| +3% | +$9.03K | ﹤0.01% | 952 |
|
|
2022
Q3 | $252K | Buy |
12,527
+610
| +5% | +$12.3K | ﹤0.01% | 963 |
|
|
2022
Q2 | $218K | Buy |
11,917
+54
| +0.5% | +$1.09K | ﹤0.01% | 1014 |
|
|
2022
Q1 | $270K | Buy |
11,863
+184
| +2% | +$4.45K | ﹤0.01% | 924 |
|
|
2021
Q4 | $264K | Buy |
+11,679
| New | +$264K | ﹤0.01% | 918 |
|
|
2021
Q2 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2021
Q1 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2020
Q4 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2020
Q3 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2020
Q2 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2020
Q1 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2019
Q4 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2019
Q3 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2019
Q2 | $239K | Hold |
11,679
| – | – | ﹤0.01% | 845 |
|
|
2019
Q1 | $239K | Buy |
11,679
+3,091
| +36% | +$68.1K | ﹤0.01% | 845 |
|
|
2018
Q4 | $170K | Buy |
8,588
+8,544
| +19,418% | +$195K | ﹤0.01% | 634 |
|
|
2018
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1611 |
|
|
2018
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1474 |
|
|
2018
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1240 |
|
|
2017
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1326 |
|
|
2017
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1340 |
|
|
2017
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q1 | $1K | Buy |
+44
| New | +$1.1K | ﹤0.01% | 1031 |
|
Other funds holding ASB
NAMI
Carson Wealth (CWM LLC)'s ASB Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Associated Banc-Corp (ASB) stake by 20% in Q1 2026, buying an estimated $178K and bringing the position to 39,971 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.
Carson Wealth (CWM LLC) first reported a position in ASB in Q1 2017 and has held it in 36 quarters since. 369 funds tracked by Wall St. Rank hold ASB as of Q1 2026.
- Carson Wealth (CWM LLC) held 39,971 shares of Associated Banc-Corp worth $1.03M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,703 Associated Banc-Corp shares in Q1 2026, an estimated $178K.
- Associated Banc-Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1520 holding.
- Carson Wealth (CWM LLC) first reported a position in Associated Banc-Corp in Q1 2017 and has held it in 36 quarters since.
- 369 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.