United Capital Financial Advisors’s Associated Banc-Corp ASB Stock Holding History

United Capital Financial 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 Q1	$201K	Buy	+7,775	New	+$207K	﹤0.01%	1554

Other funds holding ASB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

United Capital Financial Advisors's ASB Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Associated Banc-Corp (ASB) in Q1 2026: 7,775 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings.

368 funds tracked by Wall St. Rank hold ASB as of Q1 2026.

United Capital Financial Advisors held 7,775 shares of Associated Banc-Corp worth $201K as of Q1 2026.
Associated Banc-Corp was a new United Capital Financial Advisors position in Q1 2026.
Associated Banc-Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1554 holding.
368 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.