Fortitude Family Office’s Atlantic Union Bankshares AUB Stock Holding History

Fortitude Family Office’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	$19K	Buy	500 +15	+3%	+$617	﹤0.01%	875
2026 Q2	$20.5K	Buy	485 +283	+140%	+$10.8K	﹤0.01%	518
2026 Q1	$7.22K	Buy	202 +36	+22%	+$1.35K	﹤0.01%	779
2025 Q4	$5.86K	Hold	166	–	–	﹤0.01%	754
2025 Q3	$5.86K	Hold	166	–	–	﹤0.01%	760
2025 Q2	$5.19K	Buy	+166	New	+$4.79K	﹤0.01%	777
2025 Q1	–	Sell	-21	Closed	-$795	–	1157
2024 Q4	$795	Sell	21 -13	-38%	-$515	﹤0.01%	1166
2024 Q3	$1.28K	Buy	+34	New	+$1.28K	﹤0.01%	1072

Other funds holding AUB

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Fortitude Family Office's AUB Position: Q3 2026 in Review

Fortitude Family Office increased its Atlantic Union Bankshares (AUB) stake by 3.1% in Q3 2026, buying an estimated $617 and bringing the position to 500 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Fortitude Family Office first reported a position in AUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.5K in Q2 2026. 33 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Fortitude Family Office held 500 shares of Atlantic Union Bankshares worth $19K as of Q3 2026.
Fortitude Family Office bought 15 Atlantic Union Bankshares shares in Q3 2026, an estimated $617.
Atlantic Union Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #875 holding.
Fortitude Family Office first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's Atlantic Union Bankshares position peaked at $20.5K in Q2 2026.
33 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.