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Legacy Wealth Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Legacy Wealth 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 		– Sell
-5,129
Closed -$217K – 360
2026
Q2 		$217K Buy
+5,129
New +$196K 0.05% 360

Other funds holding AUB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Legacy Wealth Asset Management's AUB Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Atlantic Union Bankshares (AUB) in Q3 2026, closing a stake of 5,129 shares — an estimated $217K sold.

Legacy Wealth Asset Management first reported a position in AUB in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 28 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Atlantic Union Bankshares position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 5,129 Atlantic Union Bankshares shares in Q3 2026, an estimated $217K.
  • Legacy Wealth Asset Management first reported a position in Atlantic Union Bankshares in Q2 2026 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Atlantic Union Bankshares position peaked at $217K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.