Physician Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Physician Wealth Advisors’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	$3.43K	Hold	81	–	–	﹤0.01%	1268
2026 Q1	$2.9K	Hold	81	–	–	﹤0.01%	1193
2025 Q4	$2.86K	Buy	81 +30	+59%	+$1.03K	﹤0.01%	1145
2025 Q3	$1.8K	Hold	51	–	–	﹤0.01%	1277
2025 Q2	$1.6K	Buy	+51	New	+$1.47K	﹤0.01%	1143

Other funds holding AUB

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Physician Wealth Advisors's AUB Position: Q2 2026 in Review

Physician Wealth Advisors held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 81 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Physician Wealth Advisors first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Physician Wealth Advisors held 81 shares of Atlantic Union Bankshares worth $3.43K as of Q2 2026.
Physician Wealth Advisors left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1268 holding.
Physician Wealth Advisors first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
161 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.