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

Hemington 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
2025
Q3 		$3K Buy
111
+66
+147% +$2.25K ﹤0.01% 1234
2025
Q2 		$1K Sell
45
-44
-49% -$1.27K ﹤0.01% 1383
2025
Q1 		$2K Buy
89
+23
+35% +$817 ﹤0.01% 1257
2024
Q4 		$2K Buy
66
+21
+47% +$832 ﹤0.01% 1230
2024
Q3 		$1K Buy
+45
New +$1.69K ﹤0.01% 1274

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Hemington Wealth Management's AUB Position: Q3 2025 in Review

Hemington Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 147% in Q3 2025, buying an estimated $2.25K and bringing the position to 111 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Hemington Wealth Management first reported a position in AUB in Q3 2024 and has held it in 5 quarters since. 398 funds tracked by Wall St. Rank hold AUB as of Q3 2025.

  • Hemington Wealth Management held 111 shares of Atlantic Union Bankshares worth $3K as of Q3 2025.
  • Hemington Wealth Management bought 66 Atlantic Union Bankshares shares in Q3 2025, an estimated $2.25K.
  • Atlantic Union Bankshares made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1234 holding.
  • Hemington Wealth Management first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 5 quarters since.
  • 398 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.