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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

True Wealth Design's ASB Position: Q2 2026 in Review

True Wealth Design increased its Associated Banc-Corp (ASB) stake by 101% in Q2 2026, buying an estimated $4.62K and bringing the position to 327 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

True Wealth Design first reported a position in ASB in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

  • True Wealth Design held 327 shares of Associated Banc-Corp worth $10.1K as of Q2 2026.
  • True Wealth Design bought 164 Associated Banc-Corp shares in Q2 2026, an estimated $4.62K.
  • Associated Banc-Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1053 holding.
  • True Wealth Design first reported a position in Associated Banc-Corp in Q1 2025 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.