Connecticut Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Connecticut Wealth 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	$1.15M	Buy	30,351 +120	+0.4%	+$4.94K	0.04%	142
2026 Q2	$1.28M	Hold	30,231	–	–	0.05%	138
2026 Q1	$1.08M	Hold	30,231	–	–	0.05%	148
2025 Q4	$1.07M	Hold	30,231	–	–	0.05%	150
2025 Q3	$1.07M	Hold	30,231	–	–	0.05%	150
2025 Q2	$946K	Hold	30,231	–	–	0.05%	155
2025 Q1	$941K	Hold	30,231	–	–	0.05%	153
2024 Q4	$1.15M	Hold	30,231	–	–	0.06%	122
2024 Q3	$1.14M	Buy	30,231 +17,271	+133%	+$650K	0.06%	144
2024 Q2	$426K	Buy	+12,960	New	+$422K	0.02%	227

Other funds holding AUB

CAM

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

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

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

Connecticut Wealth Management's AUB Position: Q3 2026 in Review

Connecticut Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 0.4% in Q3 2026, buying an estimated $4.94K and bringing the position to 30,351 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #142.

Connecticut Wealth Management first reported a position in AUB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.28M in Q2 2026. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Connecticut Wealth Management held 30,351 shares of Atlantic Union Bankshares worth $1.15M as of Q3 2026.
Connecticut Wealth Management bought 120 Atlantic Union Bankshares shares in Q3 2026, an estimated $4.94K.
Atlantic Union Bankshares made up 0.04% of Connecticut Wealth Management's portfolio in Q3 2026, its #142 holding.
Connecticut Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 10 quarters since.
Connecticut Wealth Management's Atlantic Union Bankshares position peaked at $1.28M in Q2 2026.
27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.