AUB
IPX

Atlantic Union Bankshares’s IperionX IPX Stock Holding History

Atlantic Union Bankshares’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Hold
7,000
– – ﹤0.01% 615
2026
Q1 		$182K Hold
7,000
– – ﹤0.01% 603
2025
Q4 		$253K Hold
7,000
– – ﹤0.01% 547
2025
Q3 		$345K Hold
7,000
– – 0.01% 511
2025
Q2 		$221K Buy
+7,000
New +$158K 0.01% 467

Other funds holding IPX

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Atlantic Union Bankshares's IPX Position: Q2 2026 in Review

Atlantic Union Bankshares held its IperionX (IPX) position steady in Q2 2026 at 7,000 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Atlantic Union Bankshares first reported a position in IPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $345K in Q3 2025. 32 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Atlantic Union Bankshares held 7,000 shares of IperionX worth $208K as of Q2 2026.
  • Atlantic Union Bankshares left its IperionX share count unchanged in Q2 2026.
  • IperionX made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #615 holding.
  • Atlantic Union Bankshares first reported a position in IperionX in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's IperionX position peaked at $345K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.