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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return