Abel Hall LLC
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Abel Hall LLC’s Atlantic Union Bankshares AUB Stock Holding History

Abel Hall 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 		$354K Buy
9,339
+112
+1% +$4.61K 0.06% 363
2026
Q2 		$390K Buy
9,227
+116
+1% +$4.43K 0.07% 346
2026
Q1 		$326K Buy
9,111
+2,162
+31% +$81.4K 0.07% 363
2025
Q4 		$245K Buy
+6,949
New +$239K 0.06% 441

Other funds holding AUB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Abel Hall LLC's AUB Position: Q3 2026 in Review

Abel Hall LLC increased its Atlantic Union Bankshares (AUB) stake by 1.2% in Q3 2026, buying an estimated $4.61K and bringing the position to 9,339 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #363.

Abel Hall LLC first reported a position in AUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $390K in Q2 2026. 206 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Abel Hall LLC held 9,339 shares of Atlantic Union Bankshares worth $354K as of Q3 2026.
  • Abel Hall LLC bought 112 Atlantic Union Bankshares shares in Q3 2026, an estimated $4.61K.
  • Atlantic Union Bankshares made up 0.06% of Abel Hall LLC's portfolio in Q3 2026, its #363 holding.
  • Abel Hall LLC first reported a position in Atlantic Union Bankshares in Q4 2025 and has held it in 4 quarters since.
  • Abel Hall LLC's Atlantic Union Bankshares position peaked at $390K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.