Congress Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Congress Asset Management’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	$96.1M	Buy	2,531,692 +30,528	+1%	+$1.26M	0.62%	53
2026 Q2	$106M	Buy	2,501,164 +259,290	+12%	+$9.9M	0.65%	58
2026 Q1	$80.1M	Buy	2,241,874 +276,925	+14%	+$10.4M	0.57%	65
2025 Q4	$69.4M	Buy	1,964,949 +87,761	+5%	+$3.02M	0.49%	76
2025 Q3	$66.2M	Buy	1,877,188 +1,709,975	+1,023%	+$58.2M	0.44%	86
2025 Q2	$5.23M	Buy	+167,213	New	+$4.83M	0.04%	227

Other funds holding AUB

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

OLA

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

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

CWM

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

GHAM

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

GLLW

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

SCA

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

HWAM

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 Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Congress Asset Management's AUB Position: Q3 2026 in Review

Congress Asset Management increased its Atlantic Union Bankshares (AUB) stake by 1.2% in Q3 2026, buying an estimated $1.26M and bringing the position to 2,531,692 shares worth $96.1M. The position accounts for 0.62% of the portfolio, ranked #53.

Congress Asset Management first reported a position in AUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $106M in Q2 2026. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Congress Asset Management held 2,531,692 shares of Atlantic Union Bankshares worth $96.1M as of Q3 2026.
Congress Asset Management bought 30,528 Atlantic Union Bankshares shares in Q3 2026, an estimated $1.26M.
Atlantic Union Bankshares made up 0.62% of Congress Asset Management's portfolio in Q3 2026, its #53 holding.
Congress Asset Management first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 6 quarters since.
Congress Asset Management's Atlantic Union Bankshares position peaked at $106M in Q2 2026.
27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.