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Essential Partners’s Atlantic Union Bankshares AUB Stock Holding History

Essential 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
Q3 		$27.7K Hold
731
– – 0.01% 803
2026
Q2 		$30.9K Hold
731
– – 0.01% 754
2026
Q1 		$26.1K Hold
731
– – 0.01% 833
2025
Q4 		$25.8K Buy
731
+45
+7% +$1.55K 0.01% 817
2025
Q3 		$24.2K Hold
686
– – 0.01% 830
2025
Q2 		$21.5K Buy
+686
New +$19.8K 0.01% 656

Other funds holding AUB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's AUB Position: Q3 2026 in Review

Essential Partners held its Atlantic Union Bankshares (AUB) position steady in Q3 2026 at 731 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #803.

Essential Partners first reported a position in AUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $30.9K in Q2 2026. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Essential Partners held 731 shares of Atlantic Union Bankshares worth $27.7K as of Q3 2026.
  • Essential Partners left its Atlantic Union Bankshares share count unchanged in Q3 2026.
  • Atlantic Union Bankshares made up 0.01% of Essential Partners's portfolio in Q3 2026, its #803 holding.
  • Essential Partners first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Atlantic Union Bankshares position peaked at $30.9K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.