PWMG
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Private Wealth Management Group’s Associated Banc-Corp ASB Stock Holding History

Private Wealth Management Group’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
Q1 		$5.9K Hold
228
– – ﹤0.01% 710
2025
Q4 		$5.87K Hold
228
– – ﹤0.01% 713
2025
Q3 		$5.86K Hold
228
– – ﹤0.01% 731
2025
Q2 		$5.56K Hold
228
– – ﹤0.01% 712
2025
Q1 		$5.14K Hold
228
– – ﹤0.01% 719
2024
Q4 		$5.45K Hold
228
– – ﹤0.01% 705
2024
Q3 		$4.91K Hold
228
– – ﹤0.01% 744
2024
Q2 		$4.82K Hold
228
– – ﹤0.01% 718
2024
Q1 		$4.91K Hold
228
– – ﹤0.01% 627
2023
Q4 		$4.88K Buy
+228
New +$4.1K ﹤0.01% 637

Other funds holding ASB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return