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Farther Finance Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Farther Finance 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 		$64.1K Sell
1,515
-63
-4% -$2.4K ﹤0.01% 3051
2026
Q1 		$56.8K Sell
1,578
-486
-24% -$18.3K ﹤0.01% 2904
2025
Q4 		$72.9K Buy
2,064
+1,200
+139% +$41.2K ﹤0.01% 2553
2025
Q3 		$30.5K Buy
864
+653
+309% +$22.2K ﹤0.01% 2757
2025
Q2 		$6.6K Buy
211
+28
+15% +$808 ﹤0.01% 3252
2025
Q1 		$5.53K Buy
183
+104
+132% +$3.69K ﹤0.01% 3008
2024
Q4 		$2.99K Buy
79
+18
+30% +$713 ﹤0.01% 2860
2024
Q3 		$2.3K Buy
61
+8
+15% +$301 ﹤0.01% 2949
2024
Q2 		$1.74K Buy
53
+30
+130% +$978 ﹤0.01% 2851
2024
Q1 		$801 Hold
23
– – ﹤0.01% 2856
2023
Q4 		$840 Buy
23
+6
+35% +$189 ﹤0.01% 2798
2023
Q3 		$489 Hold
17
– – ﹤0.01% 2279
2023
Q2 		$441 Hold
17
– – ﹤0.01% 2186
2023
Q1 		$596 Hold
17
– – ﹤0.01% 1959
2022
Q4 		$597 Buy
+17
New +$581 ﹤0.01% 1798

Other funds holding AUB

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Farther Finance Advisors's AUB Position: Q2 2026 in Review

Farther Finance Advisors reduced its Atlantic Union Bankshares (AUB) stake by 4% in Q2 2026, selling an estimated $2.4K and leaving 1,515 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

Farther Finance Advisors first reported a position in AUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $72.9K in Q4 2025. 57 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Farther Finance Advisors held 1,515 shares of Atlantic Union Bankshares worth $64.1K as of Q2 2026.
  • Farther Finance Advisors sold 63 Atlantic Union Bankshares shares in Q2 2026, an estimated $2.4K.
  • Atlantic Union Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3051 holding.
  • Farther Finance Advisors first reported a position in Atlantic Union Bankshares in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Atlantic Union Bankshares position peaked at $72.9K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.