Farther Finance Advisors
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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
Q3 		$71.4K Buy
1,881
+366
+24% +$15.1K ﹤0.01% 3131
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

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

Farther Finance Advisors's AUB Position: Q3 2026 in Review

Farther Finance Advisors increased its Atlantic Union Bankshares (AUB) stake by 24% in Q3 2026, buying an estimated $15.1K and bringing the position to 1,881 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Farther Finance Advisors first reported a position in AUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $72.9K in Q4 2025. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Farther Finance Advisors held 1,881 shares of Atlantic Union Bankshares worth $71.4K as of Q3 2026.
  • Farther Finance Advisors bought 366 Atlantic Union Bankshares shares in Q3 2026, an estimated $15.1K.
  • Atlantic Union Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3131 holding.
  • Farther Finance Advisors first reported a position in Atlantic Union Bankshares in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Atlantic Union Bankshares position peaked at $72.9K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.