Root Financial Partners
ASB icon

Root Financial Partners’s Associated Banc-Corp ASB Stock Holding History

Root Financial Partners’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 		$54.8K Buy
+1,914
New +$58.6K ﹤0.01% 1039
2026
Q2 		– Sell
-736
Closed -$19K – 603
2026
Q1 		$19K Sell
736
-6
-0.8% -$159 ﹤0.01% 1344
2025
Q4 		$19.1K Sell
742
-1,945
-72% -$50K ﹤0.01% 1209
2025
Q3 		$69.1K Buy
+2,687
New +$68.9K ﹤0.01% 560

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's ASB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Associated Banc-Corp (ASB) in Q3 2026: 1,914 shares worth $54.8K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ASB as recently as Q1 2026.

Root Financial Partners first reported a position in ASB in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.1K in Q3 2025. 311 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

  • Root Financial Partners held 1,914 shares of Associated Banc-Corp worth $54.8K as of Q3 2026.
  • Associated Banc-Corp was a new Root Financial Partners position in Q3 2026.
  • Associated Banc-Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1039 holding.
  • Root Financial Partners first reported a position in Associated Banc-Corp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Associated Banc-Corp position peaked at $69.1K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.