Clearstead Advisors’s Associated Banc-Corp ASB Stock Holding History

Clearstead Advisors’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	$43.2K	Buy	1,403 +1,363	+3,408%	+$38.4K	﹤0.01%	1547
2026 Q1	$1.03K	Sell	40 -625	-94%	-$16.6K	﹤0.01%	2036
2025 Q4	$17.1K	Buy	665 +345	+108%	+$8.87K	﹤0.01%	1758
2025 Q3	$8.23K	Buy	320 +190	+146%	+$4.87K	﹤0.01%	1981
2025 Q2	$3.17K	Buy	130 +119	+1,082%	+$2.68K	﹤0.01%	2229
2025 Q1	$248	Buy	+11	New	+$264	﹤0.01%	2118
2022 Q3	–	Sell	-990	Closed	-$18K	–	1248
2022 Q2	$18K	Hold	990	–	–	﹤0.01%	823
2022 Q1	$23K	Hold	990	–	–	﹤0.01%	831
2021 Q4	$22K	Hold	990	–	–	﹤0.01%	799
2021 Q3	$21K	Hold	990	–	–	﹤0.01%	795
2021 Q2	$20K	Hold	990	–	–	﹤0.01%	704
2021 Q1	$21K	Hold	990	–	–	﹤0.01%	669
2020 Q4	$17K	Hold	990	–	–	﹤0.01%	648
2020 Q3	$12K	Hold	990	–	–	﹤0.01%	640
2020 Q2	$14K	Hold	990	–	–	﹤0.01%	562
2020 Q1	$13K	Buy	+990	New	+$17.8K	﹤0.01%	548

Other funds holding ASB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Clearstead Advisors's ASB Position: Q2 2026 in Review

Clearstead Advisors increased its Associated Banc-Corp (ASB) stake by 3,408% in Q2 2026, buying an estimated $38.4K and bringing the position to 1,403 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Clearstead Advisors first reported a position in ASB in Q1 2020 and has held it in 16 quarters since. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

Clearstead Advisors held 1,403 shares of Associated Banc-Corp worth $43.2K as of Q2 2026.
Clearstead Advisors bought 1,363 Associated Banc-Corp shares in Q2 2026, an estimated $38.4K.
Associated Banc-Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1547 holding.
Clearstead Advisors first reported a position in Associated Banc-Corp in Q1 2020 and has held it in 16 quarters since.
396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.