Atlantic Trust, LLC

SEC CIK: 0001708001
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

UBSI holding history

United Bankshares Inc in every 13F filed by Atlantic Trust, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBSI overview All 13F holders of UBSI Full Q2 2026 holdings

Shares (Q2 2026): 374
Value: $17.1K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of UBSI by Atlantic Trust, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	374	$17.1K	<0.1%	+157+72.4%	Added	Holders
Q1 2026	217	$8.99K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	217	$8.33K	<0.1%	+162+294.5%	Added	Holders
Q3 2025	55	$2.05K	<0.1%	+55	New	Holders