MAI Wealth Advisors »

Atlantic Union B shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Atlantic Union B (AUB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Atlantic Union B

Tip: Access up to 7 years of quarterly data

All positions including Atlantic Union B held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Atlantic Union B by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 46k 35.30
2025-09-30 $1.3M 37k 35.29
2025-06-30 $185k 5.9k 31.28
2025-03-31 $30k 973 31.14
2024-12-31 $37k 969 37.89

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Atlantic Union B

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
North Reef Capital Management
Geode Capital Management
Franklin Resources
Earnest Partners
T. Rowe Price Investment Management
American Century Companies
Westwood Holdings
Congress Asset Management
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial

View all funds holding Atlantic Union B