Apollon Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Apollon Wealth Management’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	$450K	Buy	10,633 +1	+0%	+$38	0.01%	1068
2026 Q1	$380K	Buy	10,632 +199	+2%	+$7.49K	0.01%	989
2025 Q4	$368K	Buy	10,433 +248	+2%	+$8.52K	0.01%	970
2025 Q3	$359K	Buy	10,185 +258	+3%	+$8.77K	0.01%	971
2025 Q2	$311K	Buy	+9,927	New	+$287K	0.01%	1001
2020 Q3	–	Sell	-29	Closed	-$1K	–	194
2020 Q2	$1K	Buy	+29	New	+$653	﹤0.01%	671

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Apollon Wealth Management's AUB Position: Q2 2026 in Review

Apollon Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 0.01% in Q2 2026, buying an estimated $38 and bringing the position to 10,633 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #1068.

Apollon Wealth Management first reported a position in AUB in Q2 2020 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Apollon Wealth Management held 10,633 shares of Atlantic Union Bankshares worth $450K as of Q2 2026.
Apollon Wealth Management bought 1 Atlantic Union Bankshares share in Q2 2026, an estimated $38.
Atlantic Union Bankshares made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1068 holding.
Apollon Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2020 and has held it in 6 quarters since.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.