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James T. Borello RIA’s Associated Banc-Corp ASB Stock Holding History

James T. Borello RIA’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 		$1.49K Hold
52
– – ﹤0.01% 962
2026
Q2 		$1.6K Buy
+52
New +$1.47K ﹤0.01% 979

Other funds holding ASB

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
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
Thompson Investment Management
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

James T. Borello RIA's ASB Position: Q3 2026 in Review

James T. Borello RIA held its Associated Banc-Corp (ASB) position steady in Q3 2026 at 52 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

James T. Borello RIA first reported a position in ASB in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.6K in Q2 2026. 41 funds tracked by Wall St. Rank hold ASB as of Q3 2026.

  • James T. Borello RIA held 52 shares of Associated Banc-Corp worth $1.49K as of Q3 2026.
  • James T. Borello RIA left its Associated Banc-Corp share count unchanged in Q3 2026.
  • Associated Banc-Corp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #962 holding.
  • James T. Borello RIA first reported a position in Associated Banc-Corp in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's Associated Banc-Corp position peaked at $1.6K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.