Smith Salley Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Smith Salley Wealth 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	$2.63M	Hold	62,147	–	–	0.11%	111
2026 Q1	$2.22M	Sell	62,147 -14	-0%	-$527	0.11%	119
2025 Q4	$2.19M	Sell	62,161 -795	-1%	-$27.3K	0.11%	119
2025 Q3	$2.22M	Sell	62,956 -3,771	-6%	-$128K	0.11%	117
2025 Q2	$2.09M	Sell	66,727 -75	-0.1%	-$2.17K	0.12%	112
2025 Q1	$2.08M	Buy	66,802 +13,910	+26%	+$494K	0.14%	106
2024 Q4	$2M	Hold	52,892	–	–	0.13%	105
2024 Q3	$1.99M	Buy	52,892 +2,007	+4%	+$75.5K	0.13%	107
2024 Q2	$1.67M	Buy	+50,885	New	+$1.66M	0.12%	105

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

CAM

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

Smith Salley Wealth Management's AUB Position: Q2 2026 in Review

Smith Salley Wealth Management held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 62,147 shares worth $2.63M. The position accounts for 0.11% of the portfolio, ranked #111.

Smith Salley Wealth Management first reported a position in AUB in Q2 2024 and has held it in 9 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Smith Salley Wealth Management held 62,147 shares of Atlantic Union Bankshares worth $2.63M as of Q2 2026.
Smith Salley Wealth Management left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up 0.11% of Smith Salley Wealth Management's portfolio in Q2 2026, its #111 holding.
Smith Salley Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 9 quarters since.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.