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Retirement Wealth Solutions’s Associated Banc-Corp ASB Stock Holding History

Retirement Wealth Solutions’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 		$1.75K Hold
61
– – ﹤0.01% 624
2026
Q2 		$1.88K Buy
61
+2
+3% +$56 ﹤0.01% 538
2026
Q1 		$1.53K Hold
59
– – ﹤0.01% 559
2025
Q4 		$1.52K Buy
59
+8
+16% +$206 ﹤0.01% 516
2025
Q3 		$1.31K Buy
+51
New +$1.31K ﹤0.01% 513

Other funds holding ASB

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Retirement Wealth Solutions's ASB Position: Q3 2026 in Review

Retirement Wealth Solutions held its Associated Banc-Corp (ASB) position steady in Q3 2026 at 61 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Retirement Wealth Solutions first reported a position in ASB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.88K in Q2 2026. 30 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

  • Retirement Wealth Solutions held 61 shares of Associated Banc-Corp worth $1.75K as of Q3 2026.
  • Retirement Wealth Solutions left its Associated Banc-Corp share count unchanged in Q3 2026.
  • Associated Banc-Corp made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #624 holding.
  • Retirement Wealth Solutions first reported a position in Associated Banc-Corp in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Associated Banc-Corp position peaked at $1.88K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.