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Associated Banc- shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Associated Banc- (ASB) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Associated Banc-

Tip: Access up to 7 years of quarterly data

All positions including Associated Banc- held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Associated Banc- by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $843k 35k 24.39
2025-03-31 $246k 11k 22.53
2024-12-31 $278k 12k 23.90
2024-09-30 $793k 37k 21.54

More positions owned by Congress Wealth Management LLC / DE /

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
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Select Sector Spdr Tr Communication (XLC)
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Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Associated Banc-

BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
State Street Corporation
Macquarie Group
Geode Capital Management
Citadel Advisors
LSV Asset Management
American Century Companies
Associated Banc-
Charles Schwab Investment Management
First Trust Advisors
Northern Trust
Goldman Sachs Group

View all funds holding Associated Banc-