Physician Wealth Advisors
ASB icon

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

Physician 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
Q3 		$3.75K Hold
131
– – ﹤0.01% 1250
2026
Q2 		$4.03K Buy
+131
New +$3.69K ﹤0.01% 1194
2025
Q4 		– Sell
-56
Closed -$1.44K – 2042
2025
Q3 		$1.44K Buy
+56
New +$1.44K ﹤0.01% 1371

Other funds holding ASB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Associated Banc-Corp
Associated Banc-Corp Green Bay, Wisconsin $4.24B AUM 23.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Physician Wealth Advisors's ASB Position: Q3 2026 in Review

Physician Wealth Advisors held its Associated Banc-Corp (ASB) position steady in Q3 2026 at 131 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Physician Wealth Advisors first reported a position in ASB in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.03K in Q2 2026. 197 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

  • Physician Wealth Advisors held 131 shares of Associated Banc-Corp worth $3.75K as of Q3 2026.
  • Physician Wealth Advisors left its Associated Banc-Corp share count unchanged in Q3 2026.
  • Associated Banc-Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1250 holding.
  • Physician Wealth Advisors first reported a position in Associated Banc-Corp in Q3 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Associated Banc-Corp position peaked at $4.03K in Q2 2026.
  • 197 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.