Superior Planning, LLC’s Atlantic Union Bankshares AUB Stock Holding History

Superior Planning, LLC’s Portfolio AUB Stock Details AUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.11K	Buy	+82	New	+$3.37K	﹤0.01%	1394

Other funds holding AUB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's AUB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Atlantic Union Bankshares (AUB) in Q3 2026: 82 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings.

310 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Superior Planning, LLC held 82 shares of Atlantic Union Bankshares worth $3.11K as of Q3 2026.
Atlantic Union Bankshares was a new Superior Planning, LLC position in Q3 2026.
Atlantic Union Bankshares made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1394 holding.
310 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.