Connecticut Wealth Management, LLC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1689829
FARMINGTON, CT
Position in AUB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,279,073
+$198,618 QoQ
Shares Held
30,231
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#174
of 449 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $3,644,310 across 4 Banks - Regional names. AUB ranks #2 (35.1% of the industry book) .
All Filings in AUB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,073 | 30,231 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,080,455 | 30,231 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,067,154 | 30,231 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,066,851 | 30,231 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $945,625 | 30,231 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $941,393 | 30,231 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,145,150 | 30,231 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,138,801 | 30,231 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $425,736 | 12,960 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||