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Atlantic Union B shares owned by Partners in Financial Planning

Quarter-by-quarter ownership of Atlantic Union B (AUB) shares owned by Partners in Financial Planning from 13F filings

Historical chart of Partners in Financial Planning investment in Atlantic Union B

Tip: Access up to 7 years of quarterly data

All positions including Atlantic Union B held by Partners in Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Atlantic Union B by Partners in Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 6.2k 35.29
2024-09-30 $223k 5.9k 37.67

More positions owned by Partners in Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Partners in Financial Planning

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
American Century Companies
Westwood Holdings
Congress Asset Management
Charles Schwab Investment Management
Ameriprise Financial
Jennifer Ranahan
Systematic Financial Management

View all funds holding Atlantic Union B