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

Capstone 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
Q1 		– Sell
-12,726
Closed -$449K – 1580
2025
Q4 		$449K Buy
+12,726
New +$437K ﹤0.01% 1182

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State Street
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VCM
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
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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

Capstone Investment Advisors's AUB Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Atlantic Union Bankshares (AUB) in Q1 2026, closing a stake of 12,726 shares — an estimated $449K sold.

Capstone Investment Advisors first reported a position in AUB in Q4 2025 and held it in 1 quarter. The position peaked at $449K in Q4 2025. 434 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Atlantic Union Bankshares position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 12,726 Atlantic Union Bankshares shares in Q1 2026, an estimated $449K.
  • Capstone Investment Advisors first reported a position in Atlantic Union Bankshares in Q4 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Atlantic Union Bankshares position peaked at $449K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.