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 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

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

Toth Financial Advisory's AUB Position: Q2 2026 in Review

Toth Financial Advisory reduced its Atlantic Union Bankshares (AUB) stake by 14% in Q2 2026, selling an estimated $35.9K and leaving 5,570 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #221.

Toth Financial Advisory first reported a position in AUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.05M in Q4 2019. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Toth Financial Advisory held 5,570 shares of Atlantic Union Bankshares worth $236K as of Q2 2026.
Toth Financial Advisory sold 940 Atlantic Union Bankshares shares in Q2 2026, an estimated $35.9K.
Atlantic Union Bankshares made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #221 holding.
Toth Financial Advisory first reported a position in Atlantic Union Bankshares in Q4 2018 and has held it in 31 quarters since.
Toth Financial Advisory's Atlantic Union Bankshares position peaked at $1.05M in Q4 2019.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.