EverSource Wealth Advisors
ASB icon

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
Q2 		$45.4K Buy
1,475
+71
+5% +$2K ﹤0.01% 1840
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

EverSource Wealth Advisors's ASB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Associated Banc-Corp (ASB) stake by 5.1% in Q2 2026, buying an estimated $2K and bringing the position to 1,475 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

EverSource Wealth Advisors first reported a position in ASB in Q4 2021 and has held it in 13 quarters since. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

  • EverSource Wealth Advisors held 1,475 shares of Associated Banc-Corp worth $45.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 71 Associated Banc-Corp shares in Q2 2026, an estimated $2K.
  • Associated Banc-Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1840 holding.
  • EverSource Wealth Advisors first reported a position in Associated Banc-Corp in Q4 2021 and has held it in 13 quarters since.
  • 396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.