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 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 $16.3B AUM 42.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return