TRED AVON FAMILY WEALTH, LLC
Position in AUB — Atlantic Union Bankshares Corp
CIK 2094435
EASTON, MD
Position in AUB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$622,760
+$96,703 QoQ
Shares Held
14,719
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#218
of 449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRED AVON FAMILY WEALTH, LLC holds $3,923,362 across 4 Banks - Regional names. AUB ranks #4 (15.9% of the industry book) .
All Filings in AUB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,760 | 14,719 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $526,057 | 14,719 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $519,580 | 14,719 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $519,433 | 14,719 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||