Atria Investments
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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
Q2 		$457K Buy
10,807
+685
+7% +$26.1K ﹤0.01% 1573
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 $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 $3.38T AUM 44.17% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Atria Investments's AUB Position: Q2 2026 in Review

Atria Investments increased its Atlantic Union Bankshares (AUB) stake by 6.8% in Q2 2026, buying an estimated $26.1K and bringing the position to 10,807 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Atria Investments first reported a position in AUB in Q3 2024 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Atria Investments held 10,807 shares of Atlantic Union Bankshares worth $457K as of Q2 2026.
  • Atria Investments bought 685 Atlantic Union Bankshares shares in Q2 2026, an estimated $26.1K.
  • Atlantic Union Bankshares made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1573 holding.
  • Atria Investments first reported a position in Atlantic Union Bankshares in Q3 2024 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.