Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Cambridge Investment Research 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 		$785K Buy
18,552
+3,245
+21% +$124K ﹤0.01% 2533
2026
Q1 		$547K Sell
15,307
-189
-1% -$7.12K ﹤0.01% 2711
2025
Q4 		$547K Sell
15,496
-237
-2% -$8.14K ﹤0.01% 2635
2025
Q3 		$555K Sell
15,733
-15
-0.1% -$510 ﹤0.01% 2576
2025
Q2 		$493K Buy
15,748
+9,174
+140% +$265K ﹤0.01% 2559
2025
Q1 		$205K Sell
6,574
-262
-4% -$9.31K ﹤0.01% 3189
2024
Q4 		$259K Buy
6,836
+210
+3% +$8.32K ﹤0.01% 2970
2024
Q3 		$250K Buy
6,626
+46
+0.7% +$1.73K ﹤0.01% 2970
2024
Q2 		$216K Buy
6,580
+28
+0.4% +$913 ﹤0.01% 2967
2024
Q1 		$231K Hold
6,552
– – ﹤0.01% 2904
2023
Q4 		$239K Buy
+6,552
New +$206K ﹤0.01% 2777
2023
Q2 		– Sell
-6,845
Closed -$240K – 3174
2023
Q1 		$240K Buy
+6,845
New +$253K ﹤0.01% 2666
2021
Q3 		– Sell
-7,267
Closed -$263K – 3090
2021
Q2 		$263K Buy
7,267
+224
+3% +$8.79K ﹤0.01% 2571
2021
Q1 		$270K Buy
7,043
+2
+0% +$74 ﹤0.01% 2355
2020
Q4 		$232K Buy
+7,041
New +$202K ﹤0.01% 2362
2020
Q1 		– Sell
-6,054
Closed -$227K – 2282
2019
Q4 		$227K Buy
6,054
+129
+2% +$4.86K ﹤0.01% 2119
2019
Q3 		$221K Buy
+5,925
New +$217K ﹤0.01% 2049
2018
Q4 		– Sell
-6,511
Closed -$251K – 2154
2018
Q3 		$251K Sell
6,511
-531
-8% -$21.6K ﹤0.01% 1907
2018
Q2 		$274K Sell
7,042
-186
-3% -$7.33K ﹤0.01% 1796
2018
Q1 		$265K Buy
+7,228
New +$273K ﹤0.01% 1761
2017
Q2 		– Sell
-6,317
Closed -$222K – 1934
2017
Q1 		$222K Buy
+6,317
New +$226K ﹤0.01% 1559

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
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
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

Cambridge Investment Research Advisors's AUB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Atlantic Union Bankshares (AUB) stake by 21% in Q2 2026, buying an estimated $124K and bringing the position to 18,552 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Cambridge Investment Research Advisors first reported a position in AUB in Q1 2017 and has held it in 21 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Cambridge Investment Research Advisors held 18,552 shares of Atlantic Union Bankshares worth $785K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,245 Atlantic Union Bankshares shares in Q2 2026, an estimated $124K.
  • Atlantic Union Bankshares made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2533 holding.
  • Cambridge Investment Research Advisors first reported a position in Atlantic Union Bankshares in Q1 2017 and has held it in 21 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.