CoreCap Advisors’s Atlantic Union Bankshares AUB Stock Holding History

CoreCap Advisors’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	$101K	Buy	2,660 +365	+16%	+$15K	﹤0.01%	1095
2026 Q2	$97.1K	Sell	2,295 -21	-0.9%	-$801	﹤0.01%	1118
2026 Q1	$82.8K	Sell	2,316 -1,138	-33%	-$42.8K	﹤0.01%	1098
2025 Q4	$122K	Sell	3,454 -2,308	-40%	-$79.3K	﹤0.01%	962
2025 Q3	$203K	Hold	5,762	–	–	0.01%	797
2025 Q2	$180K	Hold	5,762	–	–	0.01%	776
2025 Q1	$179K	Hold	5,762	–	–	0.01%	709
2024 Q4	$218K	Hold	5,762	–	–	0.01%	686
2024 Q3	$217K	Sell	5,762 -800	-12%	-$30.1K	0.01%	657
2024 Q2	$216K	Buy	+6,562	New	+$214K	0.02%	352

Other funds holding AUB

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

CoreCap Advisors's AUB Position: Q3 2026 in Review

CoreCap Advisors increased its Atlantic Union Bankshares (AUB) stake by 16% in Q3 2026, buying an estimated $15K and bringing the position to 2,660 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

CoreCap Advisors first reported a position in AUB in Q2 2024 and has held it in 10 quarters since. The position peaked at $218K in Q4 2024. 72 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

CoreCap Advisors held 2,660 shares of Atlantic Union Bankshares worth $101K as of Q3 2026.
CoreCap Advisors bought 365 Atlantic Union Bankshares shares in Q3 2026, an estimated $15K.
Atlantic Union Bankshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1095 holding.
CoreCap Advisors first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 10 quarters since.
CoreCap Advisors's Atlantic Union Bankshares position peaked at $218K in Q4 2024.
72 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.