Partners in Financial Planning

Position in AUB — Atlantic Union Bankshares Corp

CIK 2054264 SALEM, VA

Position in AUB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$264,945

+$41,570 QoQ

Shares Held

6,262

+0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#311

of 449 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Partners in Financial Planning holds $2,536,015 across 5 Banks - Regional names. AUB ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	17,096	$851,722
2	NKSH	National Bankshares Inc	21,431	$778,588
3	CARE	Carter Bankshares, Inc.	12,299	$418,288
4	AUB	Atlantic Union Bankshares Corp This page	6,262	$264,945
5	CFG	Citizens Financial Group Inc/Ri	3,175	$222,472

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,945	6,262	+0.2%	Shares	Sole	2026-08-10
2026-03-31	$223,375	6,250	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$220,201	6,238	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$219,680	6,225	+3.8%	Shares	Sole	2025-11-10
2024-12-31	$227,280	6,000	+1.3%	Shares	Sole	2025-02-12
2024-09-30	$223,157	5,924	—	Shares	Sole	2025-02-26
No filing history on record for this holder in this stock.