IFP Advisors’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.84K | Sell |
138
-602
| -81% | -$23K | ﹤0.01% | 3692 |
|
|
2026
Q1 | $26.4K | Hold |
740
| – | – | ﹤0.01% | 2624 |
|
|
2025
Q4 | $26.1K | Buy |
740
+580
| +363% | +$19.9K | ﹤0.01% | 2585 |
|
|
2025
Q3 | $5.65K | Buy |
+160
| New | +$5.44K | ﹤0.01% | 3184 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2816 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3508 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3422 |
|
|
2024
Q1 | – | Sell |
-202
| Closed | -$7.38K | – | 3119 |
|
|
2023
Q4 | $7.38K | Buy |
202
+11
| +6% | +$346 | ﹤0.01% | 2291 |
|
|
2023
Q3 | $5.5K | Sell |
191
-26
| -12% | -$773 | ﹤0.01% | 2471 |
|
|
2023
Q2 | $5.64K | Buy |
217
+28
| +15% | +$790 | ﹤0.01% | 2508 |
|
|
2023
Q1 | $6.76K | Sell |
189
-440
| -70% | -$16.3K | ﹤0.01% | 2446 |
|
|
2022
Q4 | $22K | Sell |
629
-326
| -34% | -$11.1K | ﹤0.01% | 2800 |
|
|
2022
Q3 | $33K | Buy |
955
+182
| +24% | +$6.13K | ﹤0.01% | 2680 |
|
|
2022
Q2 | $27K | Hold |
773
| – | – | ﹤0.01% | 2602 |
|
|
2022
Q1 | $27K | Buy |
773
+587
| +316% | +$23.4K | ﹤0.01% | 2602 |
|
|
2021
Q4 | $7K | Sell |
186
-52
| -22% | -$1.89K | ﹤0.01% | 2332 |
|
|
2021
Q3 | $9K | Buy |
238
+1
| +0.4% | +$36 | ﹤0.01% | 2307 |
|
|
2021
Q2 | $9K | Hold |
237
| – | – | ﹤0.01% | 2235 |
|
|
2021
Q1 | $9K | Sell |
237
-1,730
| -88% | -$63.8K | ﹤0.01% | 2162 |
|
|
2020
Q4 | $65K | Sell |
1,967
-9
| -0.5% | -$259 | ﹤0.01% | 1327 |
|
|
2020
Q3 | $42K | Sell |
1,976
-30
| -1% | -$682 | ﹤0.01% | 1354 |
|
|
2020
Q2 | $45K | Sell |
2,006
-35
| -2% | -$788 | ﹤0.01% | 1262 |
|
|
2020
Q1 | $45K | Sell |
2,041
-70
| -3% | -$2.17K | ﹤0.01% | 1165 |
|
|
2019
Q4 | $81K | Sell |
2,111
-89
| -4% | -$3.35K | 0.01% | 1052 |
|
|
2019
Q3 | $83K | Buy |
+2,200
| New | +$80.4K | 0.01% | 1147 |
|
|
2019
Q1 | $1K | Sell |
18
-2,047
| -99% | -$68.3K | ﹤0.01% | 2177 |
|
|
2018
Q4 | $58K | Buy |
2,065
+213
| +12% | +$7.17K | ﹤0.01% | 1514 |
|
|
2018
Q3 | $71K | Buy |
1,852
+1
| +0.1% | +$41 | ﹤0.01% | 1687 |
|
|
2018
Q2 | $72K | Buy |
1,851
+1,646
| +803% | +$64.9K | ﹤0.01% | 1690 |
|
|
2018
Q1 | $7K | Hold |
205
| – | – | ﹤0.01% | 2985 |
|
|
2017
Q4 | $7K | Buy |
205
+170
| +486% | +$6.06K | ﹤0.01% | 3031 |
|
|
2017
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 3872 |
|
|
2017
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 3851 |
|
|
2017
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 3770 |
|
|
2016
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 3749 |
|
|
2016
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 3688 |
|
|
2016
Q2 | $1K | Buy |
35
+17
| +94% | +$441 | ﹤0.01% | 3579 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$416 | ﹤0.01% | 2176 |
|
Other funds holding AUB
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CAM
IFP Advisors's AUB Position: Q2 2026 in Review
IFP Advisors reduced its Atlantic Union Bankshares (AUB) stake by 81% in Q2 2026, selling an estimated $23K and leaving 138 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.
IFP Advisors first reported a position in AUB in Q1 2016 and has held it in 35 quarters since. The position peaked at $83K in Q3 2019. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.
- IFP Advisors held 138 shares of Atlantic Union Bankshares worth $5.84K as of Q2 2026.
- IFP Advisors sold 602 Atlantic Union Bankshares shares in Q2 2026, an estimated $23K.
- Atlantic Union Bankshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3692 holding.
- IFP Advisors first reported a position in Atlantic Union Bankshares in Q1 2016 and has held it in 35 quarters since.
- IFP Advisors's Atlantic Union Bankshares position peaked at $83K in Q3 2019.
- 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.