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Bare Financial Services’s Atlantic Union Bankshares AUB Stock Holding History

Bare Financial Services’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 		$24.2K Buy
572
+207
+57% +$7.9K 0.01% 202
2026
Q1 		$13K Buy
365
+85
+30% +$3.2K ﹤0.01% 228
2025
Q4 		$9.88K Buy
280
+37
+15% +$1.27K ﹤0.01% 252
2025
Q3 		$8.58K Buy
243
+4
+2% +$136 ﹤0.01% 280
2025
Q2 		$7.47K Buy
239
+190
+388% +$5.48K ﹤0.01% 274
2025
Q1 		$1.53K Buy
+49
New +$1.74K ﹤0.01% 375

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

Bare Financial Services's AUB Position: Q2 2026 in Review

Bare Financial Services increased its Atlantic Union Bankshares (AUB) stake by 57% in Q2 2026, buying an estimated $7.9K and bringing the position to 572 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #202.

Bare Financial Services first reported a position in AUB in Q1 2025 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Bare Financial Services held 572 shares of Atlantic Union Bankshares worth $24.2K as of Q2 2026.
  • Bare Financial Services bought 207 Atlantic Union Bankshares shares in Q2 2026, an estimated $7.9K.
  • Atlantic Union Bankshares made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #202 holding.
  • Bare Financial Services first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.