Cerity Partners’s Associated Banc-Corp ASB Stock Holding History

Cerity Partners’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 Q1	$1.1M	Sell	42,604 -396	-0.9%	-$10.5K	﹤0.01%	1804
2025 Q4	$1.11M	Sell	43,000 -469	-1%	-$12.1K	﹤0.01%	1668
2025 Q3	$1.12M	Buy	43,469 +5,673	+15%	+$145K	﹤0.01%	1546
2025 Q2	$922K	Buy	37,796 +11,091	+42%	+$250K	﹤0.01%	1553
2025 Q1	$602K	Buy	26,705 +10,912	+69%	+$262K	﹤0.01%	1664
2024 Q4	$347K	Sell	15,793 -3,843	-20%	-$94.1K	﹤0.01%	1966
2024 Q3	$423K	Buy	19,636 +7,567	+63%	+$164K	﹤0.01%	1867
2024 Q2	$255K	Sell	12,069 -6,010	-33%	-$127K	﹤0.01%	1907
2024 Q1	$389K	Buy	+18,079	New	+$378K	﹤0.01%	1725

Other funds holding ASB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners's ASB Position: Q1 2026 in Review

Cerity Partners reduced its Associated Banc-Corp (ASB) stake by 0.92% in Q1 2026, selling an estimated $10.5K and leaving 42,604 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Cerity Partners first reported a position in ASB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 368 funds tracked by Wall St. Rank hold ASB as of Q1 2026.

Cerity Partners held 42,604 shares of Associated Banc-Corp worth $1.1M as of Q1 2026.
Cerity Partners sold 396 Associated Banc-Corp shares in Q1 2026, an estimated $10.5K.
Associated Banc-Corp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1804 holding.
Cerity Partners first reported a position in Associated Banc-Corp in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's Associated Banc-Corp position peaked at $1.12M in Q3 2025.
368 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.