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Beacon Pointe Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Beacon Pointe Advisors’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 		$897K Buy
25,105
+3,944
+19% +$148K ﹤0.01% 1038
2025
Q4 		$747K Buy
21,161
+2,542
+14% +$87.4K 0.01% 926
2025
Q3 		$657K Sell
18,619
-6,799
-27% -$231K 0.01% 916
2025
Q2 		$795K Hold
25,418
– – 0.01% 742
2025
Q1 		$792K Hold
25,418
– – 0.01% 699
2024
Q4 		$963K Sell
25,418
-316
-1% -$12.5K 0.01% 640
2024
Q3 		$969K Hold
25,734
– – 0.01% 643
2024
Q2 		$845K Buy
25,734
+7,157
+39% +$233K 0.01% 693
2024
Q1 		$656K Hold
18,577
– – 0.01% 814
2023
Q4 		$679K Sell
18,577
-44
-0.2% -$1.39K 0.01% 786
2023
Q3 		$536K Buy
+18,621
New +$554K 0.01% 845

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