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 Q2	$1.07M	Buy	25,290 +185	+0.7%	+$7.06K	0.01%	1003
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Beacon Pointe Advisors's AUB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Atlantic Union Bankshares (AUB) stake by 0.74% in Q2 2026, buying an estimated $7.06K and bringing the position to 25,290 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1003.

Beacon Pointe Advisors first reported a position in AUB in Q3 2023 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Beacon Pointe Advisors held 25,290 shares of Atlantic Union Bankshares worth $1.07M as of Q2 2026.
Beacon Pointe Advisors bought 185 Atlantic Union Bankshares shares in Q2 2026, an estimated $7.06K.
Atlantic Union Bankshares made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1003 holding.
Beacon Pointe Advisors first reported a position in Atlantic Union Bankshares in Q3 2023 and has held it in 12 quarters since.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.