Toth Financial Advisory’s Atlantic Union Bankshares AUB Stock Holding History

Toth Financial Advisory’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	$195K	Sell	5,145 -425	-8%	-$17.5K	0.02%	237
2026 Q2	$236K	Sell	5,570 -940	-14%	-$35.9K	0.02%	221
2026 Q1	$233K	Sell	6,510 -1,700	-21%	-$64K	0.03%	208
2025 Q4	$290K	Buy	8,210 +1,965	+31%	+$67.5K	0.03%	195
2025 Q3	$220K	Sell	6,245 -248	-4%	-$8.43K	0.02%	212
2025 Q2	$203K	Sell	6,493 -250	-4%	-$7.22K	0.02%	209
2025 Q1	$210K	Sell	6,743 -100	-1%	-$3.55K	0.03%	201
2024 Q4	$259K	Sell	6,843 -250	-4%	-$9.91K	0.03%	194
2024 Q3	$267K	Sell	7,093 -200	-3%	-$7.53K	0.03%	189
2024 Q2	$240K	Hold	7,293	–	–	0.03%	193
2024 Q1	$258K	Sell	7,293 -100	-1%	-$3.44K	0.03%	190
2023 Q4	$270K	Hold	7,393	–	–	0.04%	197
2023 Q3	$213K	Hold	7,393	–	–	0.03%	191
2023 Q2	$192K	Hold	7,393	–	–	0.03%	198
2023 Q1	$259K	Sell	7,393 -250	-3%	-$9.24K	0.04%	177
2022 Q4	$269K	Sell	7,643 -13,770	-64%	-$470K	0.04%	175
2022 Q3	$651K	Buy	21,413 +4,500	+27%	+$152K	0.12%	121
2022 Q2	$574K	Hold	16,913	–	–	0.1%	124
2022 Q1	$621K	Hold	16,913	–	–	0.09%	145
2021 Q4	$631K	Hold	16,913	–	–	0.09%	158
2021 Q3	$623K	Sell	16,913 -30	-0.2%	-$1.08K	0.09%	137
2021 Q2	$614K	Sell	16,943 -1,675	-9%	-$65.7K	0.09%	138
2021 Q1	$714K	Hold	18,618	–	–	0.11%	136
2020 Q4	$613K	Sell	18,618 -1,725	-8%	-$49.5K	0.11%	128
2020 Q3	$435K	Sell	20,343 -1,200	-6%	-$27.3K	0.08%	139
2020 Q2	$499K	Hold	21,543	–	–	0.11%	118
2020 Q1	$472K	Sell	21,543 -6,550	-23%	-$203K	0.14%	100
2019 Q4	$1.05M	Buy	28,093 +18,950	+207%	+$713K	0.21%	89
2019 Q3	$341K	Hold	9,143	–	–	0.07%	129
2019 Q2	$323K	Buy	9,143 +3,143	+52%	+$109K	0.07%	134
2019 Q1	$194K	Buy	6,000 +5,900	+5,900%	+$197K	0.05%	155
2018 Q4	$3K	Buy	+100	New	+$3.37K	﹤0.01%	355

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

Toth Financial Advisory's AUB Position: Q3 2026 in Review

Toth Financial Advisory reduced its Atlantic Union Bankshares (AUB) stake by 7.6% in Q3 2026, selling an estimated $17.5K and leaving 5,145 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #237.

Toth Financial Advisory first reported a position in AUB in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.05M in Q4 2019. 27 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Toth Financial Advisory held 5,145 shares of Atlantic Union Bankshares worth $195K as of Q3 2026.
Toth Financial Advisory sold 425 Atlantic Union Bankshares shares in Q3 2026, an estimated $17.5K.
Atlantic Union Bankshares made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #237 holding.
Toth Financial Advisory first reported a position in Atlantic Union Bankshares in Q4 2018 and has held it in 32 quarters since.
Toth Financial Advisory's Atlantic Union Bankshares position peaked at $1.05M in Q4 2019.
27 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.