Action Point Financial Planning’s Atlantic Union Bankshares AUB Stock Holding History

Action Point Financial Planning’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	$2.28K	Buy	+54	New	+$2.06K	﹤0.01%	2199

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

Action Point Financial Planning's AUB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 54 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #2199 among its holdings.

450 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Action Point Financial Planning held 54 shares of Atlantic Union Bankshares worth $2.28K as of Q2 2026.
Atlantic Union Bankshares was a new Action Point Financial Planning position in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2199 holding.
450 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.