Level Four Advisory Services’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
$274K Buy
+6,479
New +$247K 0.01% 799
2024
Q2
Sell
-8,304
Closed -$303K 753
2024
Q1
$303K Hold
8,304
0.02% 607
2023
Q4
$303K Sell
8,304
-387
-4% -$12.2K 0.02% 604
2023
Q3
$250K Hold
8,691
0.02% 622
2023
Q2
$226K Hold
8,691
0.01% 701
2023
Q1
$305K Buy
+8,691
New +$321K 0.02% 579

Other funds holding AUB

Level Four Advisory Services's AUB Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 6,479 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in AUB as recently as Q1 2024.

Level Four Advisory Services first reported a position in AUB in Q1 2023 and has held it in 6 quarters since. The position peaked at $305K in Q1 2023. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Level Four Advisory Services held 6,479 shares of Atlantic Union Bankshares worth $274K as of Q2 2026.
  • Atlantic Union Bankshares was a new Level Four Advisory Services position in Q2 2026.
  • Atlantic Union Bankshares made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #799 holding.
  • Level Four Advisory Services first reported a position in Atlantic Union Bankshares in Q1 2023 and has held it in 6 quarters since.
  • Level Four Advisory Services's Atlantic Union Bankshares position peaked at $305K in Q1 2023.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.