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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

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Fourthstone LLC's AUB Position: Q3 2025 in Review

Fourthstone LLC sold out of Atlantic Union Bankshares (AUB) in Q3 2025, closing a stake of 321,400 shares — an estimated $10.1M sold.

Fourthstone LLC first reported a position in AUB in Q3 2023 and held it in 3 quarters. The position peaked at $10.1M in Q2 2025. 398 funds tracked by Wall St. Rank hold AUB as of Q3 2025.

  • Fourthstone LLC reported no remaining Atlantic Union Bankshares position as of Q3 2025 after selling out during the quarter.
  • Fourthstone LLC sold 321,400 Atlantic Union Bankshares shares in Q3 2025, an estimated $10.1M.
  • Fourthstone LLC first reported a position in Atlantic Union Bankshares in Q3 2023 and held it in 3 quarters.
  • Fourthstone LLC's Atlantic Union Bankshares position peaked at $10.1M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2025.

Based on Fourthstone LLC's 13F filing for Q3 2025, filed 14 Nov 2025.