Hennion & Walsh Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Hennion & Walsh Asset 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	$349K	Sell	9,192 -27	-0.3%	-$1.11K	0.01%	834
2026 Q2	$390K	Buy	9,219 +1,132	+14%	+$43.2K	0.01%	809
2026 Q1	$289K	Buy	8,087 +2,188	+37%	+$82.4K	0.01%	839
2025 Q4	$208K	Sell	5,899 -5,076	-46%	-$174K	0.01%	903
2025 Q3	$387K	Buy	10,975 +1,137	+12%	+$38.7K	0.01%	776
2025 Q2	$308K	Buy	+9,838	New	+$284K	0.01%	800

Other funds holding AUB

CAM

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

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Hennion & Walsh Asset Management's AUB Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Atlantic Union Bankshares (AUB) stake by 0.29% in Q3 2026, selling an estimated $1.11K and leaving 9,192 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #834.

Hennion & Walsh Asset Management first reported a position in AUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $390K in Q2 2026. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Hennion & Walsh Asset Management held 9,192 shares of Atlantic Union Bankshares worth $349K as of Q3 2026.
Hennion & Walsh Asset Management sold 27 Atlantic Union Bankshares shares in Q3 2026, an estimated $1.11K.
Atlantic Union Bankshares made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #834 holding.
Hennion & Walsh Asset Management first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 6 quarters since.
Hennion & Walsh Asset Management's Atlantic Union Bankshares position peaked at $390K in Q2 2026.
27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.