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Brooklyn Investment Group’s Atlantic Union Bankshares AUB Stock Holding History

Brooklyn Investment Group’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 		$1.06M Buy
29,674
+19,649
+196% +$740K 0.03% 528
2025
Q4 		$362K Buy
+10,025
New +$344K 0.02% 899
2025
Q3 		– Sell
-5,421
Closed -$170K – 832
2025
Q2 		$170K Buy
5,421
+4,795
+766% +$138K 0.02% 686
2025
Q1 		$19.5K Buy
626
+400
+177% +$14.2K ﹤0.01% 1182
2024
Q4 		$8.56K Buy
+226
New +$8.96K ﹤0.01% 1044

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Brooklyn Investment Group's AUB Position: Q1 2026 in Review

Brooklyn Investment Group increased its Atlantic Union Bankshares (AUB) stake by 196% in Q1 2026, buying an estimated $740K and bringing the position to 29,674 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #528.

Brooklyn Investment Group first reported a position in AUB in Q4 2024 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Brooklyn Investment Group held 29,674 shares of Atlantic Union Bankshares worth $1.06M as of Q1 2026.
  • Brooklyn Investment Group bought 19,649 Atlantic Union Bankshares shares in Q1 2026, an estimated $740K.
  • Atlantic Union Bankshares made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #528 holding.
  • Brooklyn Investment Group first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 5 quarters since.
  • 435 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.