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Forum Financial Management’s Associated Banc-Corp ASB Stock Holding History

Forum Financial 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
Q1 		– Sell
-8,489
Closed -$219K – 385
2025
Q4 		$219K Hold
8,489
– – ﹤0.01% 924
2025
Q3 		$218K Buy
+8,489
New +$218K ﹤0.01% 920

Other funds holding ASB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Forum Financial Management's ASB Position: Q1 2026 in Review

Forum Financial Management sold out of Associated Banc-Corp (ASB) in Q1 2026, closing a stake of 8,489 shares — an estimated $219K sold.

Forum Financial Management first reported a position in ASB in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 368 funds tracked by Wall St. Rank hold ASB as of Q1 2026.

  • Forum Financial Management reported no remaining Associated Banc-Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,489 Associated Banc-Corp shares in Q1 2026, an estimated $219K.
  • Forum Financial Management first reported a position in Associated Banc-Corp in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Associated Banc-Corp position peaked at $219K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.