Evergreen Capital Management’s Associated Banc-Corp ASB Stock Holding History

Evergreen Capital 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
2026 Q3	$232K	Sell	8,092 -296	-4%	-$9.07K	﹤0.01%	1318
2026 Q2	$258K	Buy	8,388 +314	+4%	+$8.85K	﹤0.01%	1311
2026 Q1	$209K	Sell	8,074 -2,033	-20%	-$54K	﹤0.01%	1373
2025 Q4	$260K	Sell	10,107 -1,474	-13%	-$37.9K	0.01%	1126
2025 Q3	$298K	Buy	11,581 +2,973	+35%	+$76.2K	0.01%	980
2025 Q2	$210K	Sell	8,608 -543	-6%	-$12.2K	0.01%	1008
2025 Q1	$206K	Buy	+9,151	New	+$220K	0.01%	988

Other funds holding ASB

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Evergreen Capital Management's ASB Position: Q3 2026 in Review

Evergreen Capital Management reduced its Associated Banc-Corp (ASB) stake by 3.5% in Q3 2026, selling an estimated $9.07K and leaving 8,092 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Evergreen Capital Management first reported a position in ASB in Q1 2025 and has held it in 7 quarters since. The position peaked at $298K in Q3 2025. 79 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

Evergreen Capital Management held 8,092 shares of Associated Banc-Corp worth $232K as of Q3 2026.
Evergreen Capital Management sold 296 Associated Banc-Corp shares in Q3 2026, an estimated $9.07K.
Associated Banc-Corp made up ﹤0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1318 holding.
Evergreen Capital Management first reported a position in Associated Banc-Corp in Q1 2025 and has held it in 7 quarters since.
Evergreen Capital Management's Associated Banc-Corp position peaked at $298K in Q3 2025.
79 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.