Annis Gardner Whiting Capital Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-74	Closed	-$2.65K	–	411
2026 Q1	$2.65K	Hold	74	–	–	﹤0.01%	1018
2025 Q4	$2.61K	Sell	74 -3	-4%	-$103	﹤0.01%	934
2025 Q3	$2.72K	Buy	77 +3	+4%	+$102	﹤0.01%	850
2025 Q2	$2.31K	Buy	+74	New	+$2.14K	﹤0.01%	940

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

Annis Gardner Whiting Capital Advisors's AUB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 74 shares — an estimated $2.65K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AUB in Q2 2025 and held it in 4 quarters. The position peaked at $2.72K in Q3 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 74 Atlantic Union Bankshares shares in Q2 2026, an estimated $2.65K.
Annis Gardner Whiting Capital Advisors first reported a position in Atlantic Union Bankshares in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's Atlantic Union Bankshares position peaked at $2.72K in Q3 2025.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.