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Atlantic Union B shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Atlantic Union B (AUB) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Atlantic Union B

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Atlantic Union B by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 8.4k 35.36
2023-12-31 $306k 8.4k 36.55
2023-09-30 $241k 8.4k 28.79
2023-06-30 $217k 8.4k 25.92
2023-03-31 $293k 8.4k 35.00

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Top funds holding Atlantic Union B

BlackRock
Vanguard Group
Dimensional Fund Advisors
Geode Capital Management
Victory Capital Management
Jennifer Ranahan
Northern Trust
Franklin Resources
LSV Asset Management
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
William Blair Investment Management
Tributary Capital Management
Fort Washington Investment Advisors

View all funds holding Atlantic Union B