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True Wealth Design’s Associated Banc-Corp ASB Stock Holding History

True Wealth Design’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 		$10.4K Buy
364
+37
+11% +$1.13K ﹤0.01% 1048
2026
Q2 		$10.1K Buy
327
+164
+101% +$4.62K ﹤0.01% 1053
2026
Q1 		$4.22K Hold
163
– – ﹤0.01% 1262
2025
Q4 		$4.2K Sell
163
-2
-1% -$51 ﹤0.01% 1159
2025
Q3 		$4.24K Buy
165
+61
+59% +$1.56K ﹤0.01% 1145
2025
Q2 		$2.54K Buy
104
+74
+247% +$1.67K ﹤0.01% 1081
2025
Q1 		$676 Buy
+30
New +$720 ﹤0.01% 1430

Other funds holding ASB

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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

True Wealth Design's ASB Position: Q3 2026 in Review

True Wealth Design increased its Associated Banc-Corp (ASB) stake by 11% in Q3 2026, buying an estimated $1.13K and bringing the position to 364 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

True Wealth Design first reported a position in ASB in Q1 2025 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

  • True Wealth Design held 364 shares of Associated Banc-Corp worth $10.4K as of Q3 2026.
  • True Wealth Design bought 37 Associated Banc-Corp shares in Q3 2026, an estimated $1.13K.
  • Associated Banc-Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1048 holding.
  • True Wealth Design first reported a position in Associated Banc-Corp in Q1 2025 and has held it in 7 quarters since.
  • 35 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.