Curated Wealth Partners’s Atlantic Union Bankshares AUB Stock Holding History

Curated Wealth Partners’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	$101K	Buy	+90,000	New	+$3.43M	0.01%	602

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

Truist Financial

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Curated Wealth Partners's AUB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 90,000 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings.

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

Curated Wealth Partners held 90,000 shares of Atlantic Union Bankshares worth $101K as of Q2 2026.
Atlantic Union Bankshares was a new Curated Wealth Partners position in Q2 2026.
Atlantic Union Bankshares made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #602 holding.
113 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.