AUB
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Atlantic Union Bankshares’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Atlantic Union Bankshares’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$191K Hold
5,225
– – ﹤0.01% 591
2025
Q4 		$188K Hold
5,225
– – ﹤0.01% 599
2025
Q3 		$182K Sell
5,225
-902
-15% -$30.2K ﹤0.01% 615
2025
Q2 		$200K Buy
+6,127
New +$188K ﹤0.01% 476
2021
Q4 		– Sell
-7,777
Closed -$225K – 264
2021
Q3 		$225K Hold
7,777
– – 0.02% 248
2021
Q2 		$235K Hold
7,777
– – 0.02% 255
2021
Q1 		$225K Hold
7,777
– – 0.02% 246
2020
Q4 		$215K Buy
+7,777
New +$202K 0.02% 260
2020
Q1 		– Sell
-7,777
Closed -$200K – 248
2019
Q4 		$200K Buy
+7,777
New +$195K 0.03% 234

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return