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Optimum Investment Advisors’s Associated Banc-Corp ASB Stock Holding History

Optimum Investment 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
2025
Q3 		$48.4K Hold
1,882
– – 0.02% 356
2025
Q2 		$45.9K Hold
1,882
– – 0.02% 357
2025
Q1 		$42.4K Hold
1,882
– – 0.02% 359
2024
Q4 		$45K Hold
1,882
– – 0.02% 354
2024
Q3 		$40.5K Hold
1,882
– – 0.02% 375
2024
Q2 		$39.8K Hold
1,882
– – 0.02% 377
2024
Q1 		$40.5K Hold
1,882
– – 0.02% 386
2023
Q4 		$40.3K Hold
1,882
– – 0.02% 376
2023
Q3 		$32.2K Hold
1,882
– – 0.02% 418
2023
Q2 		$30.5K Hold
1,882
– – 0.02% 431
2023
Q1 		$33.8K Hold
1,882
– – 0.02% 420
2022
Q4 		$43.5K Hold
1,882
– – 0.02% 396
2022
Q3 		$38K Hold
1,882
– – 0.02% 420
2022
Q2 		$34K Hold
1,882
– – 0.02% 451
2022
Q1 		$43K Hold
1,882
– – 0.02% 461
2021
Q4 		$43K Hold
1,882
– – 0.02% 488
2021
Q3 		$40K Hold
1,882
– – 0.02% 491
2021
Q2 		$39K Hold
1,882
– – 0.01% 562
2021
Q1 		$40K Hold
1,882
– – 0.01% 542
2020
Q4 		$32K Hold
1,882
– – 0.01% 547
2020
Q3 		$24K Hold
1,882
– – 0.01% 573
2020
Q2 		$26K Hold
1,882
– – 0.01% 553
2020
Q1 		$24K Hold
1,882
– – 0.01% 539
2019
Q4 		$41K Hold
1,882
– – 0.01% 548
2019
Q3 		$38K Sell
1,882
-422
-18% -$8.53K 0.01% 555
2019
Q2 		$49K Hold
2,304
– – 0.02% 509
2019
Q1 		$49K Hold
2,304
– – 0.02% 506
2018
Q4 		$46K Hold
2,304
– – 0.02% 487
2018
Q3 		$60K Hold
2,304
– – 0.02% 499
2018
Q2 		$63K Hold
2,304
– – 0.02% 484
2018
Q1 		$57K Buy
+2,304
New +$58.6K 0.02% 505

Other funds holding ASB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optimum Investment Advisors's ASB Position: Q3 2025 in Review

Optimum Investment Advisors held its Associated Banc-Corp (ASB) position steady in Q3 2025 at 1,882 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #356.

Optimum Investment Advisors first reported a position in ASB in Q1 2018 and has held it in 31 quarters since. The position peaked at $63K in Q2 2018. 320 funds tracked by Wall St. Rank hold ASB as of Q3 2025.

  • Optimum Investment Advisors held 1,882 shares of Associated Banc-Corp worth $48.4K as of Q3 2025.
  • Optimum Investment Advisors left its Associated Banc-Corp share count unchanged in Q3 2025.
  • Associated Banc-Corp made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #356 holding.
  • Optimum Investment Advisors first reported a position in Associated Banc-Corp in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's Associated Banc-Corp position peaked at $63K in Q2 2018.
  • 320 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.