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Twin Peaks Wealth Advisors’s Associated Banc-Corp ASB Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1,369
Closed -$35.4K – 373
2026
Q1 		$35.4K Buy
+1,369
New +$36.4K 0.01% 522
2025
Q3 		– Sell
-938
Closed -$23.2K – 305
2025
Q2 		$23.2K Buy
+938
New +$21.1K 0.01% 552

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

Twin Peaks Wealth Advisors's ASB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Associated Banc-Corp (ASB) in Q2 2026, closing a stake of 1,369 shares — an estimated $35.4K sold.

Twin Peaks Wealth Advisors first reported a position in ASB in Q2 2025 and held it in 2 quarters. The position peaked at $35.4K in Q1 2026. 396 funds tracked by Wall St. Rank hold ASB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Associated Banc-Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,369 Associated Banc-Corp shares in Q2 2026, an estimated $35.4K.
  • Twin Peaks Wealth Advisors first reported a position in Associated Banc-Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Associated Banc-Corp position peaked at $35.4K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.