Bailard’s Atlantic Union Bankshares AUB Stock Holding History

Bailard’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	$250K	Buy	+6,600	New	+$272K	0.01%	666

Other funds holding AUB

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bailard's AUB Position: Q3 2026 in Review

Bailard opened a new position in Atlantic Union Bankshares (AUB) in Q3 2026: 6,600 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings.

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

Bailard held 6,600 shares of Atlantic Union Bankshares worth $250K as of Q3 2026.
Atlantic Union Bankshares was a new Bailard position in Q3 2026.
Atlantic Union Bankshares made up 0.01% of Bailard's portfolio in Q3 2026, its #666 holding.
27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.