Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Atlantic Union Bankshares AUB Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		$221K Sell
2025
Q1 		$261K Sell
2024
Q4 		$544K Buy
2024
Q3 		$472K Buy
2024
Q2 		$404K Sell
2024
Q1 		$440K Sell
2023
Q4 		$460K Sell
2023
Q3 		$384K Buy