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Trust Point Inc’s Atlantic Union Bankshares AUB Stock Holding History

Trust Point Inc’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 		$484K Sell
11,431
-6,091
-35% -$232K 0.04% 233
2026
Q1 		$626K Buy
17,522
+1,210
+7% +$45.6K 0.05% 199
2025
Q4 		$576K Sell
16,312
-341
-2% -$11.7K 0.05% 199
2025
Q3 		$588K Buy
16,653
+6,530
+65% +$222K 0.05% 194
2025
Q2 		$317K Sell
10,123
-6,255
-38% -$181K 0.03% 281
2025
Q1 		$510K Sell
16,378
-7,373
-31% -$262K 0.05% 213
2024
Q4 		$900K Sell
23,751
-2,247
-9% -$89.1K 0.06% 178
2024
Q3 		$979K Buy
25,998
+513
+2% +$19.3K 0.07% 168
2024
Q2 		$837K Sell
25,485
-875
-3% -$28.5K 0.07% 179
2024
Q1 		$931K Buy
26,360
+7,605
+41% +$261K 0.07% 175
2023
Q4 		$685K Buy
+18,755
New +$590K 0.06% 206

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DC
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OLA
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GHAM
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GLLW
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PWG
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HWAM
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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return