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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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. 453 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.
453 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.