EverSource Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

EverSource Wealth Advisors’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	$51.7K	Sell	1,223 -321	-21%	-$12.3K	﹤0.01%	1762
2026 Q1	$55.2K	Buy	1,544 +318	+26%	+$12K	﹤0.01%	1813
2025 Q4	$43.3K	Sell	1,226 -228	-16%	-$7.83K	﹤0.01%	1842
2025 Q3	$51.3K	Sell	1,454 -88	-6%	-$2.99K	﹤0.01%	1691
2025 Q2	$48.2K	Buy	1,542 +1,287	+505%	+$37.1K	﹤0.01%	1639
2025 Q1	$7.94K	Buy	255 +72	+39%	+$2.56K	﹤0.01%	2248
2024 Q4	$6.93K	Buy	183 +53	+41%	+$2.1K	﹤0.01%	2185
2024 Q3	$4.9K	Buy	130 +3	+2%	+$113	﹤0.01%	2230
2024 Q2	$5.24K	Buy	127 +113	+807%	+$3.68K	﹤0.01%	2207
2024 Q1	$445	Buy	+14	New	+$481	﹤0.01%	2749

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

EverSource Wealth Advisors's AUB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Atlantic Union Bankshares (AUB) stake by 21% in Q2 2026, selling an estimated $12.3K and leaving 1,223 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

EverSource Wealth Advisors first reported a position in AUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $55.2K in Q1 2026. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

EverSource Wealth Advisors held 1,223 shares of Atlantic Union Bankshares worth $51.7K as of Q2 2026.
EverSource Wealth Advisors sold 321 Atlantic Union Bankshares shares in Q2 2026, an estimated $12.3K.
Atlantic Union Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1762 holding.
EverSource Wealth Advisors first reported a position in Atlantic Union Bankshares in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Atlantic Union Bankshares position peaked at $55.2K in Q1 2026.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.