Back to AUB-PA
Portside Wealth Group, LLC → AUB-PA
Portside Wealth Group, LLC AUB-PA Position History
Atlantic Union Bankshares Corporation • Banking
Quarters held
10
Latest value
$286K
Q3 2026
Peak value
$296K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $287K |
| Q3 2025 | $90K |
| Q4 2025 | $273K |
| Q4 2025 | $157K |
| Q1 2026 | $262K |
| Q1 2026 | $186K |
| Q2 2026 | $296K |
| Q2 2026 | $285K |
| Q3 2026 | $252K |
| Q3 2026 | $286K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $286K | 7.5K | — | — |
| Q3 2026 | $252K | 6.6K | — | — |
| Q2 2026 | $285K | 6.7K | — | — |
| Q2 2026 | $296K | 7.0K | — | — |
| Q1 2026 | $186K | 5.2K | — | — |
| Q1 2026 | $262K | 7.3K | — | — |
| Q4 2025 | $157K | 4.4K | — | — |
| Q4 2025 | $273K | 7.7K | — | — |
| Q3 2025 | $90K | 2.5K | — | — |
| Q3 2025 | $287K | 8.1K | — | — |
Other funds holding AUB-PA
$532.3M
$526M
$499.5M
$366.4M
$323.6M
$323M
$323M
$292.6M