Kovitz Investment Group Partners’s Associated Banc-Corp ASB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-13,023
Closed -$335K 514
2025
Q3
$335K Sell
13,023
-1,552
-11% -$39.8K ﹤0.01% 1163
2025
Q2
$355K Buy
14,575
+1,635
+13% +$36.8K ﹤0.01% 1084
2025
Q1
$292K Buy
12,940
+148
+1% +$3.55K ﹤0.01% 1062
2024
Q4
$306K Buy
12,792
+358
+3% +$8.77K ﹤0.01% 1039
2024
Q3
$213K Buy
+12,434
New +$270K ﹤0.01% 937

Other funds holding ASB

Kovitz Investment Group Partners's ASB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Associated Banc-Corp (ASB) in Q4 2025, closing a stake of 13,023 shares — an estimated $335K sold.

Kovitz Investment Group Partners first reported a position in ASB in Q3 2024 and held it in 5 quarters. The position peaked at $355K in Q2 2025. 341 funds tracked by Wall St. Rank hold ASB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Associated Banc-Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 13,023 Associated Banc-Corp shares in Q4 2025, an estimated $335K.
  • Kovitz Investment Group Partners first reported a position in Associated Banc-Corp in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Associated Banc-Corp position peaked at $355K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.