Bell Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Bell Investment 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	$6.05K	Buy	143 +13	+10%	+$496	﹤0.01%	903
2026 Q1	$4.65K	Buy	+130	New	+$4.89K	﹤0.01%	991
2025 Q2	–	Sell	-14	Closed	-$436	–	1890
2025 Q1	$436	Buy	+14	New	+$497	﹤0.01%	1800
2023 Q1	–	Sell	-14	Closed	-$492	–	1918
2022 Q4	$492	Sell	14 -1	-7%	-$34	﹤0.01%	1853
2022 Q3	$0	Buy	+15	New	+$505	﹤0.01%	1720
2021 Q4	$0	Buy	+13	New	+$472	﹤0.01%	1768

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

Bell Investment Advisors's AUB Position: Q2 2026 in Review

Bell Investment Advisors increased its Atlantic Union Bankshares (AUB) stake by 10% in Q2 2026, buying an estimated $496 and bringing the position to 143 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Bell Investment Advisors first reported a position in AUB in Q4 2021 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Bell Investment Advisors held 143 shares of Atlantic Union Bankshares worth $6.05K as of Q2 2026.
Bell Investment Advisors bought 13 Atlantic Union Bankshares shares in Q2 2026, an estimated $496.
Atlantic Union Bankshares made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #903 holding.
Bell Investment Advisors first reported a position in Atlantic Union Bankshares in Q4 2021 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 Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.