Back to AUB-PA

HB Wealth Management, LLC → AUB-PA

HB Wealth Management, LLC AUB-PA Position History

Atlantic Union Bankshares Corporation • Banking

Quarters held
4
Latest value
$571K
Q3 2026
Peak value
$571K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$508K
Q1 2026$397K
Q2 2026$283K
Q3 2026$571K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$571K15.1K——
Q2 2026$283K6.7K——
Q1 2026$397K11.1K——
Q4 2025$508K14.4K——

Other funds holding AUB-PA

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B