Commonwealth Equity Services’s Atlantic Union Bankshares AUB Stock Holding History

Commonwealth Equity Services’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 Q2	$1.01M	Sell	23,863 -15,755	-40%	-$601K	﹤0.01%	2707
2026 Q1	$1.42M	Sell	39,618 -4,214	-10%	-$159K	﹤0.01%	2306
2025 Q4	$1.55M	Sell	43,832 -10,375	-19%	-$357K	﹤0.01%	2196
2025 Q3	$1.91M	Buy	54,207 +1,129	+2%	+$38.4K	﹤0.01%	2029
2025 Q2	$1.66M	Buy	53,078 +9,584	+22%	+$277K	﹤0.01%	2144
2025 Q1	$1.35M	Sell	43,494 -1,476	-3%	-$52.4K	﹤0.01%	2221
2024 Q4	$1.7M	Sell	44,970 -2,556	-5%	-$101K	﹤0.01%	1987
2024 Q3	$1.79M	Sell	47,526 -171	-0.4%	-$6.43K	﹤0.01%	1881
2024 Q2	$1.57M	Buy	47,697 +2,754	+6%	+$89.8K	﹤0.01%	1952
2024 Q1	$1.59M	Sell	44,943 -916	-2%	-$31.5K	﹤0.01%	1924
2023 Q4	$1.68M	Buy	45,859 +11	+0%	+$346	﹤0.01%	1808
2023 Q3	$1.32M	Sell	45,848 -157	-0.3%	-$4.67K	﹤0.01%	1879
2023 Q2	$1.19M	Buy	46,005 +3,322	+8%	+$93.7K	﹤0.01%	1968
2023 Q1	$1.5K	Buy	42,683 +11	+0%	+$407	﹤0.01%	1750
2022 Q4	$1.5M	Buy	42,672 +45	+0.1%	+$1.54K	﹤0.01%	1686
2022 Q3	$1.29M	Sell	42,627 -362	-0.8%	-$12.2K	﹤0.01%	1719
2022 Q2	$1.46M	Buy	42,989 +6,993	+19%	+$242K	﹤0.01%	1617
2022 Q1	$1.32M	Buy	35,996 +1,875	+5%	+$74.9K	﹤0.01%	1780
2021 Q4	$1.27M	Sell	34,121 -2,883	-8%	-$105K	﹤0.01%	1816
2021 Q3	$1.36M	Sell	37,004 -8,352	-18%	-$301K	﹤0.01%	1702
2021 Q2	$1.64M	Buy	45,356 +285	+0.6%	+$11.2K	﹤0.01%	1564
2021 Q1	$1.73M	Sell	45,071 -13,586	-23%	-$501K	﹤0.01%	1427
2020 Q4	$1.93M	Sell	58,657 -8,470	-13%	-$243K	0.01%	1258
2020 Q3	$1.43M	Buy	67,127 +3,001	+5%	+$68.3K	﹤0.01%	1281
2020 Q2	$1.49M	Buy	64,126 +13	+0%	+$293	0.01%	1188
2020 Q1	$1.4M	Sell	64,113 -26,688	-29%	-$827K	0.01%	1078
2019 Q4	$3.41M	Sell	90,801 -12,489	-12%	-$470K	0.01%	765
2019 Q3	$3.85M	Sell	103,290 -30	-0%	-$1.1K	0.02%	674
2019 Q2	$3.65M	Buy	103,320 +656	+0.6%	+$22.8K	0.02%	683
2019 Q1	$3.32M	Buy	102,664 +11	+0%	+$367	0.02%	699
2018 Q4	$2.9M	Sell	102,653 -1,044	-1%	-$35.1K	0.02%	670
2018 Q3	$4M	Buy	103,697 +26,633	+35%	+$1.09M	0.02%	609
2018 Q2	$3M	Buy	77,064 +10	+0%	+$394	0.02%	701
2018 Q1	$2.83M	Buy	77,054 +138	+0.2%	+$5.22K	0.02%	693
2017 Q4	$2.78M	Buy	76,916 +8	+0%	+$285	0.02%	689
2017 Q3	$2.71M	Buy	76,908 +70,008	+1,015%	+$2.25M	0.02%	654
2017 Q2	$234K	Buy	6,900 +1,057	+18%	+$36.1K	﹤0.01%	2108
2017 Q1	$206K	Buy	+5,843	New	+$209K	﹤0.01%	2127

Other funds holding AUB

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services's AUB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Atlantic Union Bankshares (AUB) stake by 40% in Q2 2026, selling an estimated $601K and leaving 23,863 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Commonwealth Equity Services first reported a position in AUB in Q1 2017 and has held it in 38 quarters since. The position peaked at $4M in Q3 2018. 140 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Commonwealth Equity Services held 23,863 shares of Atlantic Union Bankshares worth $1.01M as of Q2 2026.
Commonwealth Equity Services sold 15,755 Atlantic Union Bankshares shares in Q2 2026, an estimated $601K.
Atlantic Union Bankshares made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2707 holding.
Commonwealth Equity Services first reported a position in Atlantic Union Bankshares in Q1 2017 and has held it in 38 quarters since.
Commonwealth Equity Services's Atlantic Union Bankshares position peaked at $4M in Q3 2018.
140 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.