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Montgomery Investment Management’s Atlantic Union Bankshares AUB Stock Holding History

Montgomery Investment 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
Q2 		$232K Buy
+5,473
New +$209K 0.07% 104
2019
Q3 		– Sell
-6,128
Closed -$217K – 92
2019
Q2 		$217K Sell
6,128
-998
-14% -$34.8K 0.09% 85
2019
Q1 		$230K Buy
+7,126
New +$238K 0.1% 85

Other funds holding AUB

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Montgomery Investment Management's AUB Position: Q2 2026 in Review

Montgomery Investment Management opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 5,473 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #104 among its holdings. This is a return to the name: Montgomery Investment Management previously reported a position in AUB as recently as Q2 2019.

Montgomery Investment Management first reported a position in AUB in Q1 2019 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Montgomery Investment Management held 5,473 shares of Atlantic Union Bankshares worth $232K as of Q2 2026.
  • Atlantic Union Bankshares was a new Montgomery Investment Management position in Q2 2026.
  • Atlantic Union Bankshares made up 0.07% of Montgomery Investment Management's portfolio in Q2 2026, its #104 holding.
  • Montgomery Investment Management first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.