Mather Group’s Atlantic Union Bankshares AUB Stock Holding History

Mather Group’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	$40.1K	Buy	1,056 +172	+19%	+$7.08K	﹤0.01%	1230
2026 Q2	$37.4K	Hold	884	–	–	﹤0.01%	1177
2026 Q1	$31.6K	Buy	+884	New	+$33.3K	﹤0.01%	1162
2025 Q4	–	Sell	-607	Closed	-$21.4K	–	714
2025 Q3	$21.4K	Buy	+607	New	+$20.6K	﹤0.01%	1103
2025 Q2	–	Sell	-673	Closed	-$21K	–	683
2025 Q1	$21K	Hold	673	–	–	﹤0.01%	1088
2024 Q4	$25.5K	Hold	673	–	–	﹤0.01%	1024
2024 Q3	$25.4K	Sell	673 -76	-10%	-$2.86K	﹤0.01%	1015
2024 Q2	$26.4K	Hold	749	–	–	﹤0.01%	1198
2024 Q1	$27.4K	Buy	+749	New	+$25.7K	﹤0.01%	995

Other funds holding AUB

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

Mather Group's AUB Position: Q3 2026 in Review

Mather Group increased its Atlantic Union Bankshares (AUB) stake by 19% in Q3 2026, buying an estimated $7.08K and bringing the position to 1,056 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Mather Group first reported a position in AUB in Q1 2024 and has held it in 9 quarters since. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Mather Group held 1,056 shares of Atlantic Union Bankshares worth $40.1K as of Q3 2026.
Mather Group bought 172 Atlantic Union Bankshares shares in Q3 2026, an estimated $7.08K.
Atlantic Union Bankshares made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1230 holding.
Mather Group first reported a position in Atlantic Union Bankshares in Q1 2024 and has held it in 9 quarters since.
27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.