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Benson Investment Management Company’s Atlantic Union Bankshares AUB Stock Holding History

Benson Investment Management Company’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 		– Sell
-109,055
Closed -$3.85M – 12
2025
Q4 		$3.85M Buy
109,055
+1,390
+1% +$47.8K 1.34% 41
2025
Q3 		$3.8M Buy
107,665
+355
+0.3% +$12.1K 1.3% 41
2025
Q2 		$3.36M Buy
+107,310
New +$3.1M 1.27% 42

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

Benson Investment Management Company's AUB Position: Q1 2026 in Review

Benson Investment Management Company sold out of Atlantic Union Bankshares (AUB) in Q1 2026, closing a stake of 109,055 shares — an estimated $3.85M sold.

Benson Investment Management Company first reported a position in AUB in Q2 2025 and held it in 3 quarters. The position peaked at $3.85M in Q4 2025. 434 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Benson Investment Management Company reported no remaining Atlantic Union Bankshares position as of Q1 2026 after selling out during the quarter.
  • Benson Investment Management Company sold 109,055 Atlantic Union Bankshares shares in Q1 2026, an estimated $3.85M.
  • Benson Investment Management Company first reported a position in Atlantic Union Bankshares in Q2 2025 and held it in 3 quarters.
  • Benson Investment Management Company's Atlantic Union Bankshares position peaked at $3.85M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Benson Investment Management Company's 13F filing for Q1 2026, filed 13 Apr 2026.