Wealth Enhancement Advisory Services
AUB icon

Wealth Enhancement Advisory Services’s Atlantic Union Bankshares AUB Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.4M Buy
33,195
+3,119
+10% +$119K ﹤0.01% 1842
2026
Q1 		$1.09M Sell
30,076
-25,218
-46% -$950K ﹤0.01% 1741
2025
Q4 		$2.04M Buy
55,294
+2,568
+5% +$88.2K ﹤0.01% 1509
2025
Q3 		$1.9M Buy
52,726
+248
+0.5% +$8.43K ﹤0.01% 1472
2025
Q2 		$1.76M Buy
52,478
+33,348
+174% +$963K ﹤0.01% 1425
2025
Q1 		$596K Buy
19,130
+614
+3% +$21.8K ﹤0.01% 1919
2024
Q4 		$701K Sell
18,516
-1,391
-7% -$55.1K ﹤0.01% 1751
2024
Q3 		$750K Sell
19,907
-4,793
-19% -$180K ﹤0.01% 1571
2024
Q2 		$811K Sell
24,700
-99
-0.4% -$3.23K ﹤0.01% 1375
2024
Q1 		$876K Buy
24,799
+166
+0.7% +$5.7K ﹤0.01% 1299
2023
Q4 		$900K Buy
24,633
+534
+2% +$16.8K ﹤0.01% 1212
2023
Q3 		$694K Buy
+24,099
New +$716K ﹤0.01% 1257

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services's AUB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Atlantic Union Bankshares (AUB) stake by 10% in Q2 2026, buying an estimated $119K and bringing the position to 33,195 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Wealth Enhancement Advisory Services first reported a position in AUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q4 2025. 72 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 33,195 shares of Atlantic Union Bankshares worth $1.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,119 Atlantic Union Bankshares shares in Q2 2026, an estimated $119K.
  • Atlantic Union Bankshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1842 holding.
  • Wealth Enhancement Advisory Services first reported a position in Atlantic Union Bankshares in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Atlantic Union Bankshares position peaked at $2.04M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.