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

Gilpin 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 Q3	$494	Hold	13	–	–	﹤0.01%	844
2026 Q2	$551	Buy	13 +1	+8%	+$38	﹤0.01%	644
2026 Q1	$429	Hold	12	–	–	﹤0.01%	668
2025 Q4	$424	Buy	+12	New	+$412	﹤0.01%	476

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

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

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 Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gilpin Wealth Management's AUB Position: Q3 2026 in Review

Gilpin Wealth Management held its Atlantic Union Bankshares (AUB) position steady in Q3 2026 at 13 shares worth $494. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Gilpin Wealth Management first reported a position in AUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $551 in Q2 2026. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Gilpin Wealth Management held 13 shares of Atlantic Union Bankshares worth $494 as of Q3 2026.
Gilpin Wealth Management left its Atlantic Union Bankshares share count unchanged in Q3 2026.
Atlantic Union Bankshares made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #844 holding.
Gilpin Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's Atlantic Union Bankshares position peaked at $551 in Q2 2026.
27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.