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Gibbs Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Gibbs Wealth Management’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
Q1 		$867K Buy
24,267
+9,484
+64% +$357K 0.11% 175
2025
Q4 		$553K Sell
14,783
-796
-5% -$27.4K 0.13% 184
2025
Q3 		$550K Buy
+15,579
New +$530K 0.12% 195

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Gibbs Wealth Management's AUB Position: Q1 2026 in Review

Gibbs Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 64% in Q1 2026, buying an estimated $357K and bringing the position to 24,267 shares worth $867K. The position accounts for 0.11% of the portfolio, ranked #175.

Gibbs Wealth Management first reported a position in AUB in Q3 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Gibbs Wealth Management held 24,267 shares of Atlantic Union Bankshares worth $867K as of Q1 2026.
  • Gibbs Wealth Management bought 9,484 Atlantic Union Bankshares shares in Q1 2026, an estimated $357K.
  • Atlantic Union Bankshares made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Gibbs Wealth Management first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.