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 Q2	$7.02K	Hold	228	–	–	﹤0.01%	705
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Private Wealth Management Group's ASB Position: Q2 2026 in Review

Private Wealth Management Group held its Associated Banc-Corp (ASB) position steady in Q2 2026 at 228 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Private Wealth Management Group first reported a position in ASB in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

Private Wealth Management Group held 228 shares of Associated Banc-Corp worth $7.02K as of Q2 2026.
Private Wealth Management Group left its Associated Banc-Corp share count unchanged in Q2 2026.
Associated Banc-Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #705 holding.
Private Wealth Management Group first reported a position in Associated Banc-Corp in Q4 2023 and has held it in 11 quarters since.
396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.