EverSource Wealth Advisors’s Associated Banc-Corp ASB Stock Holding History

EverSource Wealth 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 Q1	$36.3K	Buy	1,404 +186	+15%	+$4.94K	﹤0.01%	2123
2025 Q4	$31.4K	Sell	1,218 -105	-8%	-$2.7K	﹤0.01%	2074
2025 Q3	$34K	Sell	1,323 -27	-2%	-$692	﹤0.01%	1980
2025 Q2	$32.9K	Buy	1,350 +1,047	+346%	+$23.6K	﹤0.01%	1916
2025 Q1	$6.83K	Buy	303 +169	+126%	+$4.05K	﹤0.01%	2340
2024 Q4	$3.2K	Buy	+134	New	+$3.28K	﹤0.01%	2534
2023 Q2	–	Sell	-187	Closed	-$3.36K	–	2500
2023 Q1	$3.36K	Hold	187	–	–	﹤0.01%	1770
2022 Q4	$4.32K	Hold	187	–	–	﹤0.01%	1664
2022 Q3	$4K	Hold	187	–	–	﹤0.01%	1411
2022 Q2	$3K	Hold	187	–	–	﹤0.01%	1377
2022 Q1	$4K	Hold	187	–	–	﹤0.01%	1311
2021 Q4	$4K	Buy	+187	New	+$4.23K	﹤0.01%	1304

Other funds holding ASB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EverSource Wealth Advisors's ASB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Associated Banc-Corp (ASB) stake by 15% in Q1 2026, buying an estimated $4.94K and bringing the position to 1,404 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

EverSource Wealth Advisors first reported a position in ASB in Q4 2021 and has held it in 12 quarters since. 368 funds tracked by Wall St. Rank hold ASB as of Q1 2026.

EverSource Wealth Advisors held 1,404 shares of Associated Banc-Corp worth $36.3K as of Q1 2026.
EverSource Wealth Advisors bought 186 Associated Banc-Corp shares in Q1 2026, an estimated $4.94K.
Associated Banc-Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2123 holding.
EverSource Wealth Advisors first reported a position in Associated Banc-Corp in Q4 2021 and has held it in 12 quarters since.
368 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.