Portside Wealth Group’s Atlantic Union Bankshares AUB Stock Holding History

Portside Wealth 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 Q2	$582K	Buy	13,747 +1,198	+10%	+$45.7K	0.07%	274
2026 Q1	$449K	Buy	12,549 +386	+3%	+$14.5K	0.06%	278
2025 Q4	$429K	Buy	12,163 +1,481	+14%	+$50.9K	0.06%	288
2025 Q3	$377K	Buy	+10,682	New	+$363K	0.05%	318

Other funds holding AUB

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Portside Wealth Group's AUB Position: Q2 2026 in Review

Portside Wealth Group increased its Atlantic Union Bankshares (AUB) stake by 9.5% in Q2 2026, buying an estimated $45.7K and bringing the position to 13,747 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #274.

Portside Wealth Group first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Portside Wealth Group held 13,747 shares of Atlantic Union Bankshares worth $582K as of Q2 2026.
Portside Wealth Group bought 1,198 Atlantic Union Bankshares shares in Q2 2026, an estimated $45.7K.
Atlantic Union Bankshares made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #274 holding.
Portside Wealth Group first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
42 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.