Cornerstone Advisory
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Cornerstone Advisory’s Atlantic Union Bankshares AUB Stock Holding History

Cornerstone Advisory’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 		$201K Buy
5,293
+1
+0% +$41 0.02% 275
2026
Q2 		$224K Buy
+5,292
New +$202K 0.02% 249

Other funds holding AUB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Cornerstone Advisory's AUB Position: Q3 2026 in Review

Cornerstone Advisory increased its Atlantic Union Bankshares (AUB) stake by 0.02% in Q3 2026, buying an estimated $41 and bringing the position to 5,293 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #275.

Cornerstone Advisory first reported a position in AUB in Q2 2026 and has held it in 2 quarters since. The position peaked at $224K in Q2 2026. 213 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Cornerstone Advisory held 5,293 shares of Atlantic Union Bankshares worth $201K as of Q3 2026.
  • Cornerstone Advisory bought 1 Atlantic Union Bankshares share in Q3 2026, an estimated $41.
  • Atlantic Union Bankshares made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #275 holding.
  • Cornerstone Advisory first reported a position in Atlantic Union Bankshares in Q2 2026 and has held it in 2 quarters since.
  • Cornerstone Advisory's Atlantic Union Bankshares position peaked at $224K in Q2 2026.
  • 213 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.