Back to AUB-PA
TRED AVON FAMILY WEALTH, LLC → AUB-PA
TRED AVON FAMILY WEALTH, LLC AUB-PA Position History
Atlantic Union Bankshares Corporation • Banking
Quarters held
5
Latest value
$559K
Q3 2026
Peak value
$623K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $519K |
| Q4 2025 | $520K |
| Q1 2026 | $526K |
| Q2 2026 | $623K |
| Q3 2026 | $559K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $559K | 14.7K | — | — |
| Q2 2026 | $623K | 14.7K | — | — |
| Q1 2026 | $526K | 14.7K | — | — |
| Q4 2025 | $520K | 14.7K | — | — |
| Q3 2025 | $519K | 14.7K | — | — |
Other funds holding AUB-PA
$532.3M
$526M
$499.5M
$366.4M
$323.6M
$323M
$323M
$292.6M