True Wealth Design’s Atlantic Union Bankshares AUB Stock Holding History

True Wealth Design’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	$3.38K	Hold	89	–	–	﹤0.01%	1486
2026 Q2	$3.77K	Hold	89	–	–	﹤0.01%	1445
2026 Q1	$3.18K	Hold	89	–	–	﹤0.01%	1376
2025 Q4	$3.14K	Sell	89 -1	-1%	-$34	﹤0.01%	1278
2025 Q3	$3.18K	Hold	90	–	–	﹤0.01%	1283
2025 Q2	$2.82K	Buy	90 +89	+8,900%	+$2.57K	﹤0.01%	1030
2025 Q1	$32	Buy	+1	New	+$36	﹤0.01%	2492

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

True Wealth Design's AUB Position: Q3 2026 in Review

True Wealth Design held its Atlantic Union Bankshares (AUB) position steady in Q3 2026 at 89 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

True Wealth Design first reported a position in AUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.77K in Q2 2026. 33 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

True Wealth Design held 89 shares of Atlantic Union Bankshares worth $3.38K as of Q3 2026.
True Wealth Design left its Atlantic Union Bankshares share count unchanged in Q3 2026.
Atlantic Union Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1486 holding.
True Wealth Design first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Atlantic Union Bankshares position peaked at $3.77K in Q2 2026.
33 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.