Atlantic Union Bankshares Corp IPX — IPERIONX LIMITED

Ownership history in Atlantic Union Bankshares Corp  ·  6 quarters on record

AI Ownership Summary

Atlantic Union Bankshares Corp reported IPERIONX LIMITED (IPX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows IPX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlantic Union Bankshares Corp's position in IPERIONX LIMITED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IPX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IPX stock page Atlantic Union Bankshares Corp fund profile Atlantic Union Bankshares Corp full holdings
How Atlantic Union Bankshares Corp held IPX — position size vs. price
% of Fund (quarterly)    IPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 7,000 — 0% 0.00% $208K 2026-08-11 $25.66
2026 Q1 UNCHANGED — — — 7,000 — 0% 0.00% $182K 2026-05-12 $40.48
2025 Q4 UNCHANGED — — — 7,000 — 0% 0.00% $253K 2026-02-04 $45.94
2025 Q3 UNCHANGED — — — 7,000 — 0% 0.01% $345K 2025-11-04 $39.83
2025 Q2 UNCHANGED — — — 7,000 — 0% 0.01% $220K 2025-08-06 $40.06
2024 Q4 INITIATED — — — 7,000 — — 0.01% $241K 2025-02-07 $26.26

🏢 Other funds also holding IPX

As of 2026 Q2 — sorted by position size

Old West Investment Management, LLC 3Y 7Y 1.09% Cape Investment Advisory, Inc. 0.01% Arax Advisory Partners 3Y 7Y 0.0% Summit Trail Advisors, LLC 3Y 7Y 0.0% Caitong International Asset Management Co., Ltd 0.0% GAMMA Investing LLC 0.0% Vanguard Personalized Indexing Management, LLC 3Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% BLAIR WILLIAM & CO/IL 3Y 7Y 0.0% Parallel Advisors, LLC 3Y 7Y 0.0%

FAQ About Atlantic Union Bankshares Corp and IPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlantic Union Bankshares Corp reported owning IPX?

Atlantic Union Bankshares Corp reported IPX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IPX position in Atlantic Union Bankshares Corp's portfolio?

The largest reported portfolio weight for IPX was 0.01% in 2024 Q4.

What is the latest reported IPX position on this page?

The most recent filing on this page is 2026 Q2, when Atlantic Union Bankshares Corp reported 7,000 shares, equal to 0.00% of portfolio, with an estimated market value of $208K.

What does the chart on this IPX ownership page compare?

The chart compares Atlantic Union Bankshares Corp's quarterly IPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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