JWA
ASB icon

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

JFS 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 		$3.57K Hold
116
– – ﹤0.01% 1412
2026
Q1 		$3K Buy
116
+10
+9% +$266 ﹤0.01% 1388
2025
Q4 		$2.73K Buy
106
+44
+71% +$1.13K ﹤0.01% 1450
2025
Q3 		$1.59K Hold
62
– – ﹤0.01% 1497
2025
Q2 		$1.51K Sell
62
-32
-34% -$721 ﹤0.01% 1465
2025
Q1 		$2.12K Sell
94
-14
-13% -$336 ﹤0.01% 1446
2024
Q4 		$2.58K Buy
108
+14
+15% +$343 ﹤0.01% 1376
2024
Q3 		$2.02K Buy
94
+35
+59% +$760 ﹤0.01% 1486
2024
Q2 		$1.25K Hold
59
– – ﹤0.01% 1614
2024
Q1 		$1.27K Hold
59
– – ﹤0.01% 1593
2023
Q4 		$1.26K Sell
59
-58
-50% -$1.04K ﹤0.01% 1577
2023
Q3 		$2K Buy
117
+33
+39% +$581 ﹤0.01% 1359
2023
Q2 		$1.36K Sell
84
-27
-24% -$445 ﹤0.01% 1508
2023
Q1 		$2K Sell
111
-20
-15% -$438 ﹤0.01% 1366
2022
Q4 		$3.02K Buy
131
+11
+9% +$254 ﹤0.01% 1208
2022
Q3 		$2K Sell
120
-35
-23% -$704 ﹤0.01% 1272
2022
Q2 		$3K Buy
155
+53
+52% +$1.07K ﹤0.01% 1146
2022
Q1 		$2K Buy
102
+61
+149% +$1.48K ﹤0.01% 1366
2021
Q4 		$1K Buy
+41
New +$927 ﹤0.01% 1248

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 $3.37T AUM 44.26% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

JFS Wealth Advisors held its Associated Banc-Corp (ASB) position steady in Q2 2026 at 116 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

JFS Wealth Advisors first reported a position in ASB in Q4 2021 and has held it in 19 quarters since. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

  • JFS Wealth Advisors held 116 shares of Associated Banc-Corp worth $3.57K as of Q2 2026.
  • JFS Wealth Advisors left its Associated Banc-Corp share count unchanged in Q2 2026.
  • Associated Banc-Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1412 holding.
  • JFS Wealth Advisors first reported a position in Associated Banc-Corp in Q4 2021 and has held it in 19 quarters since.
  • 396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.