Gibbs Wealth Management AUB — ATLANTIC UN BANKSHARES CORP

Ownership history in Gibbs Wealth Management  ·  4 quarters on record

AI Ownership Summary

Gibbs Wealth Management reported ATLANTIC UN BANKSHARES CORP (AUB) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows AUB at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gibbs Wealth Management's position in ATLANTIC UN BANKSHARES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AUB was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AUB stock page Gibbs Wealth Management fund profile Gibbs Wealth Management full holdings
How Gibbs Wealth Management held AUB — position size vs. price
% of Fund (quarterly)    AUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 22,751 -1,516 -6.2% 0.12% $963K 2026-10-21 $38.68
2026 Q1 ADDED — — — 24,267 +9,484 +64.2% 0.11% $867K 2026-05-13 $35.81
2025 Q4 REDUCED 5.1% +2.2% ❌ 14,783 -796 -5.1% 0.13% $553K 2026-01-23 $37.80
2025 Q3 INITIATED — — — 15,579 — — 0.12% $550K 2025-11-04 $31.13

🏢 Other funds also holding AUB

As of 2026 Q3 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.62% Oliver Luxxe Assets LLC 3Y 7Y 0.26% SIMA Wealth Partners, LLC 0.2% TRED AVON FAMILY WEALTH, LLC 0.17% FIRST UNITED BANK & TRUST 3Y 7Y 0.15% DAVENPORT & Co LLC 3Y 7Y 0.14% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.13% HARBOR CAPITAL ADVISORS, INC. 3Y 0.13% Uncommon Cents Investing Inc 3Y 7Y 0.11% PINNACLE ASSOCIATES LTD 3Y 7Y 0.11%

FAQ About Gibbs Wealth Management and AUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gibbs Wealth Management reported owning AUB?

Gibbs Wealth Management reported AUB across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported AUB position in Gibbs Wealth Management's portfolio?

The largest reported portfolio weight for AUB was 0.13% in 2025 Q4.

What is the latest reported AUB position on this page?

The most recent filing on this page is 2026 Q3, when Gibbs Wealth Management reported 22,751 shares, equal to 0.12% of portfolio, with an estimated market value of $963K.

What does the chart on this AUB ownership page compare?

The chart compares Gibbs Wealth Management's quarterly AUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gibbs Wealth Management time their AUB position?

Based on 13F filing dates vs. subsequent AUB price moves, Gibbs Wealth Management correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AUB relative to SPY over the holding period was +7.7%.

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