Gradient Investments’s Associated Banc-Corp ASB Stock Holding History

Gradient Investments’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	$2.25M	Buy	78,490 +1,156	+1%	+$35.4K	0.03%	248
2026 Q2	$2.38M	Buy	77,334 +8,003	+12%	+$226K	0.03%	248
2026 Q1	$1.79M	Buy	+69,331	New	+$1.84M	0.03%	262
2024 Q3	–	Sell	-100	Closed	-$2.12K	–	354
2024 Q2	$2.12K	Buy	+100	New	+$2.11K	﹤0.01%	977

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RAG

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

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gradient Investments's ASB Position: Q3 2026 in Review

Gradient Investments increased its Associated Banc-Corp (ASB) stake by 1.5% in Q3 2026, buying an estimated $35.4K and bringing the position to 78,490 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #248.

Gradient Investments first reported a position in ASB in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.38M in Q2 2026. 30 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

Gradient Investments held 78,490 shares of Associated Banc-Corp worth $2.25M as of Q3 2026.
Gradient Investments bought 1,156 Associated Banc-Corp shares in Q3 2026, an estimated $35.4K.
Associated Banc-Corp made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #248 holding.
Gradient Investments first reported a position in Associated Banc-Corp in Q2 2024 and has held it in 4 quarters since.
Gradient Investments's Associated Banc-Corp position peaked at $2.38M in Q2 2026.
30 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.