Carson Wealth (CWM LLC)
AUB icon

Carson Wealth (CWM LLC)’s Atlantic Union Bankshares AUB Stock Holding History

Carson Wealth (CWM 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
Q1 		$591K Buy
16,544
+387
+2% +$14.6K ﹤0.01% 1895
2025
Q4 		$570K Buy
16,157
+138
+0.9% +$4.74K ﹤0.01% 1835
2025
Q3 		$565K Buy
16,019
+501
+3% +$17K ﹤0.01% 1716
2025
Q2 		$485K Buy
15,518
+14,469
+1,379% +$418K ﹤0.01% 1606
2025
Q1 		$33K Buy
1,049
+523
+99% +$18.6K ﹤0.01% 3301
2024
Q4 		$20K Buy
526
+53
+11% +$2.1K ﹤0.01% 3423
2024
Q3 		$18K Buy
473
+144
+44% +$5.42K ﹤0.01% 3415
2024
Q2 		$11K Sell
329
-87
-21% -$2.84K ﹤0.01% 3464
2024
Q1 		$15K Buy
416
+25
+6% +$859 ﹤0.01% 3072
2023
Q4 		$14K Buy
391
+8
+2% +$252 ﹤0.01% 2969
2023
Q3 		$11K Sell
383
-3
-0.8% -$89 ﹤0.01% 3068
2023
Q2 		$10K Buy
386
+61
+19% +$1.72K ﹤0.01% 3057
2023
Q1 		$11K Buy
325
+128
+65% +$4.73K ﹤0.01% 2876
2022
Q4 		$7K Buy
197
+22
+13% +$752 ﹤0.01% 2981
2022
Q3 		$5K Sell
175
-22
-11% -$741 ﹤0.01% 3034
2022
Q2 		$7K Buy
197
+4
+2% +$138 ﹤0.01% 2773
2022
Q1 		$7K Hold
193
– – ﹤0.01% 2667
2021
Q4 		$7K Buy
+193
New +$7.01K ﹤0.01% 2529
2021
Q2 		$11K Hold
305
– – ﹤0.01% 2045
2021
Q1 		$11K Hold
305
– – ﹤0.01% 2045
2020
Q4 		$11K Hold
305
– – ﹤0.01% 2045
2020
Q3 		$11K Hold
305
– – ﹤0.01% 2044
2020
Q2 		$11K Hold
305
– – ﹤0.01% 2044
2020
Q1 		$11K Hold
305
– – ﹤0.01% 2044
2019
Q4 		$11K Hold
305
– – ﹤0.01% 2044
2019
Q3 		$11K Hold
305
– – ﹤0.01% 2044
2019
Q2 		$11K Hold
305
– – ﹤0.01% 2044
2019
Q1 		$11K Buy
+305
New +$10.2K ﹤0.01% 2044

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AUB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Atlantic Union Bankshares (AUB) stake by 2.4% in Q1 2026, buying an estimated $14.6K and bringing the position to 16,544 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Carson Wealth (CWM LLC) first reported a position in AUB in Q1 2019 and has held it in 28 quarters since. 436 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,544 shares of Atlantic Union Bankshares worth $591K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 387 Atlantic Union Bankshares shares in Q1 2026, an estimated $14.6K.
  • Atlantic Union Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1895 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 28 quarters since.
  • 436 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.