Evermay Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Evermay Wealth Management’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	$930K	Sell	24,504 -264	-1%	-$10.9K	0.09%	92
2026 Q2	$1.05M	Sell	24,768 -265	-1%	-$10.1K	0.11%	89
2026 Q1	$895K	Buy	25,033 +1,800	+8%	+$67.8K	0.1%	92
2025 Q4	$820K	Buy	23,233 +9,632	+71%	+$331K	0.09%	96
2025 Q3	$480K	Hold	13,601	–	–	0.05%	127
2025 Q2	$425K	Buy	13,601 +10,505	+339%	+$303K	0.05%	141
2025 Q1	$96.4K	Hold	3,096	–	–	0.01%	264
2024 Q4	$117K	Hold	3,096	–	–	0.02%	242
2024 Q3	$117K	Hold	3,096	–	–	0.02%	254
2024 Q2	$102K	Hold	3,096	–	–	0.02%	270
2024 Q1	$109K	Hold	3,096	–	–	0.02%	269
2023 Q4	$113K	Hold	3,096	–	–	0.02%	239
2023 Q3	$89.1K	Hold	3,096	–	–	0.02%	248
2023 Q2	$80.3K	Hold	3,096	–	–	0.02%	260
2023 Q1	$109K	Hold	3,096	–	–	0.02%	228
2022 Q4	$109K	Hold	3,096	–	–	0.02%	217
2022 Q3	$94K	Buy	+3,096	New	+$104K	0.02%	223

Other funds holding AUB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Evermay Wealth Management's AUB Position: Q3 2026 in Review

Evermay Wealth Management reduced its Atlantic Union Bankshares (AUB) stake by 1.1% in Q3 2026, selling an estimated $10.9K and leaving 24,504 shares worth $930K. The position accounts for 0.09% of the portfolio, ranked #92.

Evermay Wealth Management first reported a position in AUB in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q2 2026. 188 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Evermay Wealth Management held 24,504 shares of Atlantic Union Bankshares worth $930K as of Q3 2026.
Evermay Wealth Management sold 264 Atlantic Union Bankshares shares in Q3 2026, an estimated $10.9K.
Atlantic Union Bankshares made up 0.09% of Evermay Wealth Management's portfolio in Q3 2026, its #92 holding.
Evermay Wealth Management first reported a position in Atlantic Union Bankshares in Q3 2022 and has held it in 17 quarters since.
Evermay Wealth Management's Atlantic Union Bankshares position peaked at $1.05M in Q2 2026.
188 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.