Back to AUB-PA
Creative Planning AUB-PA Position History
Atlantic Union Bankshares Corporation • Banking
Quarters held
8
Latest value
$3.1M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23K |
| Q3 2025 | $3.2M |
| Q4 2025 | $3.2M |
| Q1 2026 | $3.5M |
| Q2 2026 | $23K |
| Q2 2026 | $3.1M |
| Q3 2026 | $20K |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 80.6K | — | — |
| Q3 2026 | $20K | 536 | — | — |
| Q2 2026 | $3.1M | 72.6K | — | — |
| Q2 2026 | $23K | 536 | — | — |
| Q1 2026 | $3.5M | 96.5K | — | — |
| Q4 2025 | $3.2M | 89.9K | — | — |
| Q3 2025 | $3.2M | 91.0K | — | — |
| Q3 2025 | $23K | 655 | — | — |
Other funds holding AUB-PA
$532.3M
$526M
$499.5M
$366.4M
$323.6M
$323M
$323M
$292.6M