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 Q2	$224K	Buy	+5,292	New	+$202K	0.02%	249

Other funds holding AUB

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

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

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

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

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

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

New York State Common Retirement Fund

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

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Advisory's AUB Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 5,292 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #249 among its holdings.

124 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Cornerstone Advisory held 5,292 shares of Atlantic Union Bankshares worth $224K as of Q2 2026.
Atlantic Union Bankshares was a new Cornerstone Advisory position in Q2 2026.
Atlantic Union Bankshares made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #249 holding.
124 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.