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AlphaCore Capital’s Atlantic Union Bankshares AUB Stock Holding History

AlphaCore Capital’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 		$2.28M Sell
53,859
-644
-1% -$24.6K 0.04% 288
2026
Q1 		$1.95M Sell
54,503
-469
-0.9% -$17.7K 0.05% 255
2025
Q4 		$1.94M Buy
+54,972
New +$1.89M 0.04% 277

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

AlphaCore Capital's AUB Position: Q2 2026 in Review

AlphaCore Capital reduced its Atlantic Union Bankshares (AUB) stake by 1.2% in Q2 2026, selling an estimated $24.6K and leaving 53,859 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #288.

AlphaCore Capital first reported a position in AUB in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • AlphaCore Capital held 53,859 shares of Atlantic Union Bankshares worth $2.28M as of Q2 2026.
  • AlphaCore Capital sold 644 Atlantic Union Bankshares shares in Q2 2026, an estimated $24.6K.
  • Atlantic Union Bankshares made up 0.04% of AlphaCore Capital's portfolio in Q2 2026, its #288 holding.
  • AlphaCore Capital first reported a position in Atlantic Union Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.