Convergence Investment Partners’s Associated Banc-Corp ASB Stock Holding History

Convergence Investment 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 Q2	$1.67M	Buy	+54,196	New	+$1.53M	0.16%	178
2019 Q4	–	Sell	-8,055	Closed	-$163K	–	229
2019 Q3	$163K	Buy	+8,055	New	+$163K	0.05%	235
2018 Q2	–	Sell	-1,044	Closed	-$26K	–	344
2018 Q1	$26K	Buy	+1,044	New	+$26.5K	﹤0.01%	537
2017 Q3	–	Sell	-19,712	Closed	-$497K	–	322
2017 Q2	$497K	Sell	19,712 -128,147	-87%	-$3.15M	0.07%	289
2017 Q1	$3.61M	Buy	147,859 +104,742	+243%	+$2.63M	0.51%	57
2016 Q4	$1.06M	Buy	+43,117	New	+$949K	0.15%	255
2016 Q1	–	Sell	-158,412	Closed	-$2.97M	–	332
2015 Q4	$2.97M	Buy	+158,412	New	+$3.07M	0.33%	110
2015 Q3	–	Sell	-209,574	Closed	-$4.25M	–	340
2015 Q2	$4.25M	Buy	209,574 +9,582	+5%	+$185K	0.42%	79
2015 Q1	$3.72M	Sell	199,992 -56,138	-22%	-$1.02M	0.52%	53
2014 Q4	$4.77M	Buy	256,130 +93,076	+57%	+$1.7M	0.64%	25
2014 Q3	$2.84M	Sell	163,054 -1,448	-0.9%	-$26.2K	0.39%	83
2014 Q2	$2.97M	Buy	164,502 +86,792	+112%	+$1.53M	0.39%	77
2014 Q1	$1.4M	Buy	+77,710	New	+$1.32M	0.21%	147
2013 Q3	–	Sell	-127,760	Closed	-$1.99M	–	314
2013 Q2	$1.99M	Buy	+127,760	New	+$1.9M	0.52%	50

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

Convergence Investment Partners's ASB Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Associated Banc-Corp (ASB) in Q2 2026: 54,196 shares worth $1.67M. The stake represents 0.16% of the portfolio and ranks #178 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in ASB as recently as Q3 2019.

Convergence Investment Partners first reported a position in ASB in Q2 2013 and has held it in 14 quarters since. The position peaked at $4.77M in Q4 2014. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

Convergence Investment Partners held 54,196 shares of Associated Banc-Corp worth $1.67M as of Q2 2026.
Associated Banc-Corp was a new Convergence Investment Partners position in Q2 2026.
Associated Banc-Corp made up 0.16% of Convergence Investment Partners's portfolio in Q2 2026, its #178 holding.
Convergence Investment Partners first reported a position in Associated Banc-Corp in Q2 2013 and has held it in 14 quarters since.
Convergence Investment Partners's Associated Banc-Corp position peaked at $4.77M in Q4 2014.
396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.