EVERMAY WEALTH MANAGEMENT LLC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1066816
ARLINGTON, VA
Position in AUB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$894,679
+$74,555 QoQ
Shares Held
25,033
+7.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVERMAY WEALTH MANAGEMENT LLC holds $20,565,861 across 12 Banks - Regional names. AUB ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
|
185,765 | $11,571,301 | |
| 2 | JMSB |
John Marshall Bancorp, Inc.
|
349,969 | $7,097,371 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
This page
|
25,033 | $894,679 | |
| 4 | TFC |
Truist Financial Corp
|
5,755 | $264,557 | |
| 5 | FULT |
Fulton Financial Corp
|
11,979 | $243,652 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
4,159 | $172,265 | |
| 7 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $156,457 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $91,262 |
All Filings in AUB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $894,679 | 25,033 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $820,124 | 23,233 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $479,979 | 13,601 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $425,439 | 13,601 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $96,409 | 3,096 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $117,276 | 3,096 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $116,626 | 3,096 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $101,703 | 3,096 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $109,319 | 3,096 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $113,127 | 3,096 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $89,102 | 3,096 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $80,341 | 3,096 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $108,514 | 3,096 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $108,793 | 3,096 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $94,056 | 3,096 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||