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

Congress 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
2025
Q2 		$842K Buy
34,542
+23,630
+217% +$532K 0.01% 755
2025
Q1 		$246K Sell
10,912
-698
-6% -$16.8K ﹤0.01% 985
2024
Q4 		$277K Sell
11,610
-25,210
-68% -$617K ﹤0.01% 781
2024
Q3 		$793K Buy
36,820
+11,610
+46% +$252K 0.01% 555
2024
Q2 		$533K Buy
+25,210
New +$531K 0.01% 528

Other funds holding ASB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

Congress Wealth Management's ASB Position: Q2 2025 in Review

Congress Wealth Management increased its Associated Banc-Corp (ASB) stake by 217% in Q2 2025, buying an estimated $532K and bringing the position to 34,542 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #755.

Congress Wealth Management first reported a position in ASB in Q2 2024 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold ASB as of Q2 2025.

  • Congress Wealth Management held 34,542 shares of Associated Banc-Corp worth $842K as of Q2 2025.
  • Congress Wealth Management bought 23,630 Associated Banc-Corp shares in Q2 2025, an estimated $532K.
  • Associated Banc-Corp made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #755 holding.
  • Congress Wealth Management first reported a position in Associated Banc-Corp in Q2 2024 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.