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Atlantic Union B shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Atlantic Union B (AUB) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Atlantic Union B

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All positions including Atlantic Union B held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Atlantic Union B by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 29k 37.67
2024-06-30 $609k 19k 32.85
2024-03-31 $296k 8.4k 35.31
2023-12-31 $258k 7.1k 36.54

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Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Atlantic Union B

BlackRock
Dimensional Fund Advisors
Westwood Holdings
Geode Capital Management
Franklin Resources
Victory Capital Management
Jennifer Ranahan
Bank of New York Mellon
Northern Trust
Charles Schwab Investment Management
William Blair Investment Management
Tributary Capital Management
Jennison Associates
Union Bankshares
Fort Washington Investment Advisors

View all funds holding Atlantic Union B