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

Axxcess 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 		$334K Buy
7,896
+1,356
+21% +$51.8K 0.01% 827
2026
Q1 		$234K Buy
+6,540
New +$246K 0.01% 354
2024
Q4 		– Sell
-6,549
Closed -$247K – 856
2024
Q3 		$247K Buy
6,549
+3
+0% +$113 0.01% 760
2024
Q2 		$215K Buy
+6,546
New +$213K 0.01% 770

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 $3.37T AUM 44.26% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Axxcess Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 21% in Q2 2026, buying an estimated $51.8K and bringing the position to 7,896 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #827.

Axxcess Wealth Management first reported a position in AUB in Q2 2024 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Axxcess Wealth Management held 7,896 shares of Atlantic Union Bankshares worth $334K as of Q2 2026.
  • Axxcess Wealth Management bought 1,356 Atlantic Union Bankshares shares in Q2 2026, an estimated $51.8K.
  • Atlantic Union Bankshares made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #827 holding.
  • Axxcess Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.