Verdence Capital Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Verdence Capital Advisors’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	$302K	Sell	7,136 -1,368	-16%	-$52.2K	0.02%	541
2026 Q1	$304K	Buy	8,504 +14	+0.2%	+$527	0.02%	524
2025 Q4	$300K	Buy	8,490 +16	+0.2%	+$550	0.02%	541
2025 Q3	$286K	Sell	8,474 -386	-4%	-$13.1K	0.02%	598
2025 Q2	$277K	Buy	+8,860	New	+$256K	0.02%	572

Other funds holding AUB

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Verdence Capital Advisors's AUB Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Atlantic Union Bankshares (AUB) stake by 16% in Q2 2026, selling an estimated $52.2K and leaving 7,136 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #541.

Verdence Capital Advisors first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $304K in Q1 2026. 151 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Verdence Capital Advisors held 7,136 shares of Atlantic Union Bankshares worth $302K as of Q2 2026.
Verdence Capital Advisors sold 1,368 Atlantic Union Bankshares shares in Q2 2026, an estimated $52.2K.
Atlantic Union Bankshares made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #541 holding.
Verdence Capital Advisors first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
Verdence Capital Advisors's Atlantic Union Bankshares position peaked at $304K in Q1 2026.
151 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.