Position in ASB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$596,261
+$130,678 QoQ
Shares Held
19,378
+7.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#213
of 396 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in ASB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $10,225,319 across 23 Banks - Regional names. ASB ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
38,566 | $6,378,430 | |
| 2 | BFC |
Bank First Corp
|
16,497 | $2,447,329 | |
| 3 | ASB |
Associated Banc-Corp
This page
|
19,378 | $596,261 | |
| 4 | UMBF |
Umb Financial Corp
|
3,818 | $545,057 | |
| 5 | USB |
US Bancorp De
|
1,548 | $93,499 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,952 | $34,608 | |
| 7 | TFC |
Truist Financial Corp
|
600 | $29,892 | |
| 8 | KEY |
Keycorp /New/
|
1,280 | $29,504 |
All Filings in ASB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,261 | 19,378 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $465,583 | 18,004 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $463,654 | 17,999 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $301,861 | 11,741 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $286,241 | 11,736 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $383,483 | 17,021 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $313,663 | 13,124 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $501,903 | 23,301 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $216,893 | 10,255 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $257,560 | 11,974 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $255,888 | 11,963 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $190,400 | 11,128 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $176,192 | 10,856 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||