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Hopwood Financial Services’s Atlantic Union Bankshares AUB Stock Holding History

Hopwood Financial Services’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 		$475K Hold
11,231
– – 0.28% 44
2026
Q1 		$401K Hold
11,231
– – 0.27% 49
2025
Q4 		$396K Sell
11,231
-876
-7% -$30.1K 0.28% 48
2025
Q3 		$427K Hold
12,107
– – 0.29% 46
2025
Q2 		$379K Buy
+12,107
New +$349K 0.3% 44

Other funds holding AUB

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Hopwood Financial Services's AUB Position: Q2 2026 in Review

Hopwood Financial Services held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 11,231 shares worth $475K. The position accounts for 0.28% of the portfolio, ranked #44.

Hopwood Financial Services first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Hopwood Financial Services held 11,231 shares of Atlantic Union Bankshares worth $475K as of Q2 2026.
  • Hopwood Financial Services left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up 0.28% of Hopwood Financial Services's portfolio in Q2 2026, its #44 holding.
  • Hopwood Financial Services first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.