Shakespeare Wealth Management, LLC

Position in ASB — Associated Banc-Corp

CIK 1658509 Pewaukee, WI

Position in ASB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$263,175

+$45,279 QoQ

Shares Held

8,553

+1.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#267

of 396 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shakespeare Wealth Management, LLC holds $4,125,200 across 5 Banks - Regional names. ASB ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	98,749	$1,750,819
2	COFS	Choiceone Financial Services Inc	27,198	$924,732
3	MBWM	Mercantile Bank Corp	11,574	$664,579
4	BFC	Bank First Corp	3,518	$521,895
5	ASB	Associated Banc-Corp This page	8,553	$263,175

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,175	8,553	+1.5%	Shares	Sole	2026-07-20
2026-03-31	$217,896	8,426	0.0%	Shares	Sole	2026-04-30
2025-12-31	$217,053	8,426	+0.2%	Shares	Sole	2026-02-06
2025-09-30	$216,272	8,412	0.0%	Shares	Sole	2025-11-04
2025-06-30	$205,168	8,412	+0.0%	Shares	Sole	2025-08-12
2024-12-31	$200,999	8,410	-11.3%	Shares	Sole	2025-02-13
2022-12-31	$219,031	9,486	0.0%	Shares	Sole	2023-02-13
2022-03-31	$215,901	9,486	0.0%	Shares	Sole	2022-05-16
2021-12-31	$214,288	9,486	-70.6%	Shares	Sole	2022-01-10
2021-09-30	$691,823	32,298	0.0%	Shares	Sole	2021-11-15
2021-06-30	$661,463	32,298	-57.4%	Shares	Sole	2021-08-09
2021-03-31	$1,617,059	75,776	-23.8%	Shares	Sole	2021-05-13
2020-12-31	$1,695,469	99,441	0.0%	Shares	Sole	2021-02-16
2020-09-30	$1,254,945	99,441	-4.9%	Shares	Sole	2020-11-12
2020-06-30	$1,430,982	104,604	0.0%	Shares	Sole	2020-08-11
2020-03-31	$1,337,885	104,604	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.