GLLW
AUB icon

Graves Light Lenhart Wealth’s Atlantic Union Bankshares AUB Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		$594K Hold
14,048
– – 0.06% 113
2026
Q1 		$502K Hold
14,048
– – 0.05% 115
2025
Q4 		$496K Hold
14,048
– – 0.05% 111
2025
Q3 		$496K Hold
14,048
– – 0.06% 116
2025
Q2 		$439K Hold
14,048
– – 0.05% 120
2025
Q1 		$437K Hold
14,048
– – 0.05% 118
2024
Q4 		$532K Sell
14,048
-9
-0.1% -$357 0.07% 107
2024
Q3 		$530K Hold
14,057
– – 0.07% 106
2024
Q2 		$460K Buy
14,057
+1,281
+10% +$41.8K 0.05% 113
2024
Q1 		$451K Sell
12,776
-913
-7% -$31.4K 0.05% 114
2023
Q4 		$500K Sell
13,689
-18
-0.1% -$566 0.06% 109
2023
Q3 		$396K Buy
13,707
+755
+6% +$22.4K 0.05% 118
2023
Q2 		$336K Hold
12,952
– – 0.05% 131
2023
Q1 		$454K Sell
12,952
-746
-5% -$27.6K 0.07% 106
2022
Q4 		$481K Sell
13,698
-293
-2% -$10K 0.07% 110
2022
Q3 		$425K Buy
13,991
+1,202
+9% +$40.5K 0.07% 114
2022
Q2 		$434K Hold
12,789
– – 0.07% 117
2022
Q1 		$469K Hold
12,789
– – 0.07% 117
2021
Q4 		$477K Sell
12,789
-507
-4% -$18.4K 0.07% 118
2021
Q3 		$490K Hold
13,296
– – 0.08% 108
2021
Q2 		$482K Hold
13,296
– – 0.08% 109
2021
Q1 		$510K Buy
13,296
+1,902
+17% +$70.2K 0.09% 101
2020
Q4 		$375K Hold
11,394
– – 0.07% 114
2020
Q3 		$243K Sell
11,394
-998
-8% -$22.7K 0.05% 137
2020
Q2 		$287K Sell
12,392
-499
-4% -$11.2K 0.07% 119
2020
Q1 		$282K Hold
12,891
– – 0.08% 116
2019
Q4 		$484K Buy
12,891
+1,220
+10% +$45.9K 0.1% 103
2019
Q3 		$430K Hold
11,671
– – 0.09% 109
2019
Q2 		$412K Buy
+11,671
New +$406K 0.1% 103

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 $3.37T AUM 44.26% 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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Graves Light Lenhart Wealth's AUB Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 14,048 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #113.

Graves Light Lenhart Wealth first reported a position in AUB in Q2 2019 and has held it in 29 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Graves Light Lenhart Wealth held 14,048 shares of Atlantic Union Bankshares worth $594K as of Q2 2026.
  • Graves Light Lenhart Wealth left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up 0.06% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #113 holding.
  • Graves Light Lenhart Wealth first reported a position in Atlantic Union Bankshares in Q2 2019 and has held it in 29 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.