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Fourthstone LLC’s Atlantic Union Bankshares AUB Stock Holding History

Fourthstone LLC’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
2025
Q3 		– Sell
-321,400
Closed -$10.1M – 85
2025
Q2 		$10.1M Buy
321,400
+262,200
+443% +$7.57M 1.97% 14
2025
Q1 		$1.84M Buy
+59,200
New +$2.1M 0.46% 35
2023
Q4 		– Sell
-111,921
Closed -$3.22M – 66
2023
Q3 		$3.22M Buy
+111,921
New +$3.33M 0.73% 37

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return