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Atlantic Union B shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners investment in Atlantic Union B

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Atlantic Union B by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $274k 7.7k 35.74

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding Atlantic Union B

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

View all funds holding Atlantic Union B