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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

CAM

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

Evermay Wealth Management's AUB Position: Q2 2026 in Review

Evermay Wealth Management reduced its Atlantic Union Bankshares (AUB) stake by 1.1% in Q2 2026, selling an estimated $10.1K and leaving 24,768 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #89.

Evermay Wealth Management first reported a position in AUB in Q3 2022 and has held it in 16 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Evermay Wealth Management held 24,768 shares of Atlantic Union Bankshares worth $1.05M as of Q2 2026.
Evermay Wealth Management sold 265 Atlantic Union Bankshares shares in Q2 2026, an estimated $10.1K.
Atlantic Union Bankshares made up 0.11% of Evermay Wealth Management's portfolio in Q2 2026, its #89 holding.
Evermay Wealth Management first reported a position in Atlantic Union Bankshares in Q3 2022 and has held it in 16 quarters since.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.