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Atria Investments’s Atlantic Union Bankshares AUB Stock Holding History

Atria Investments’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
Q1 		$362K Sell
10,122
-291
-3% -$11K ﹤0.01% 1633
2025
Q4 		$368K Sell
10,413
-443
-4% -$15.2K ﹤0.01% 1629
2025
Q3 		$383K Buy
+10,856
New +$369K ﹤0.01% 1584
2025
Q1 		– Sell
-5,834
Closed -$221K – 1901
2024
Q4 		$221K Buy
5,834
+326
+6% +$12.9K ﹤0.01% 1739
2024
Q3 		$207K Buy
+5,508
New +$207K ﹤0.01% 1815

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Atria Investments's AUB Position: Q1 2026 in Review

Atria Investments reduced its Atlantic Union Bankshares (AUB) stake by 2.8% in Q1 2026, selling an estimated $11K and leaving 10,122 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Atria Investments first reported a position in AUB in Q3 2024 and has held it in 5 quarters since. The position peaked at $383K in Q3 2025. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Atria Investments held 10,122 shares of Atlantic Union Bankshares worth $362K as of Q1 2026.
  • Atria Investments sold 291 Atlantic Union Bankshares shares in Q1 2026, an estimated $11K.
  • Atlantic Union Bankshares made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1633 holding.
  • Atria Investments first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 5 quarters since.
  • Atria Investments's Atlantic Union Bankshares position peaked at $383K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.