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

Essential 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
Q3 		$79.3K Hold
2,769
– – 0.04% 484
2026
Q2 		$85.2K Buy
2,769
+1,653
+148% +$46.6K 0.04% 461
2026
Q1 		$28.9K Sell
1,116
-8
-0.7% -$213 0.01% 787
2025
Q4 		$29K Sell
1,124
-51
-4% -$1.31K 0.01% 776
2025
Q3 		$30.2K Buy
1,175
+371
+46% +$9.51K 0.01% 751
2025
Q2 		$19.6K Buy
+804
New +$18.1K 0.01% 680

Other funds holding ASB

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Essential Partners's ASB Position: Q3 2026 in Review

Essential Partners held its Associated Banc-Corp (ASB) position steady in Q3 2026 at 2,769 shares worth $79.3K. The position accounts for 0.04% of the portfolio, ranked #484.

Essential Partners first reported a position in ASB in Q2 2025 and has held it in 6 quarters since. The position peaked at $85.2K in Q2 2026. 27 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

  • Essential Partners held 2,769 shares of Associated Banc-Corp worth $79.3K as of Q3 2026.
  • Essential Partners left its Associated Banc-Corp share count unchanged in Q3 2026.
  • Associated Banc-Corp made up 0.04% of Essential Partners's portfolio in Q3 2026, its #484 holding.
  • Essential Partners first reported a position in Associated Banc-Corp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Associated Banc-Corp position peaked at $85.2K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.