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Cary Street Partners Investment Advisory’s Atlantic Union Bankshares AUB Stock Holding History

Cary Street Partners Investment Advisory’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 		$8K Buy
189
+28
+17% +$1.07K ﹤0.01% 697
2026
Q1 		$5.75K Buy
161
+5
+3% +$188 ﹤0.01% 651
2025
Q4 		$5.51K Sell
156
-15
-9% -$515 ﹤0.01% 638
2025
Q3 		$6.03K Buy
171
+25
+17% +$850 ﹤0.01% 554
2025
Q2 		$4.57K Sell
146
-44
-23% -$1.27K ﹤0.01% 544
2025
Q1 		$5.92K Buy
190
+15
+9% +$533 ﹤0.01% 512
2024
Q4 		$6.63K Sell
175
-76,594
-100% -$3.04M ﹤0.01% 457
2024
Q3 		$2.89M Buy
76,769
+15,228
+25% +$573K 0.11% 205
2024
Q2 		$2.02M Buy
61,541
+24,999
+68% +$815K 0.08% 250
2024
Q1 		$1.29M Sell
36,542
-4,900
-12% -$168K 0.05% 308
2023
Q4 		$1.51M Sell
41,442
-3,249
-7% -$102K 0.07% 264
2023
Q3 		$1.29M Buy
44,691
+90
+0.2% +$2.67K 0.07% 272
2023
Q2 		$1.16M Sell
44,601
-878
-2% -$24.8K 0.07% 243
2023
Q1 		$1.59M Sell
45,479
-2,547
-5% -$94.2K 0.11% 193
2022
Q4 		$1.69M Sell
48,026
-1,765
-4% -$60.3K 0.12% 184
2022
Q3 		$1.51M Buy
49,791
+4,046
+9% +$136K 0.12% 183
2022
Q2 		$1.55M Buy
45,745
+37,173
+434% +$1.29M 0.13% 167
2022
Q1 		$315K Hold
8,572
– – 0.09% 205
2021
Q4 		$320K Hold
8,572
– – 0.09% 202
2021
Q3 		$316K Sell
8,572
-1,529
-15% -$55K 0.1% 184
2021
Q2 		$366K Buy
10,101
+4,681
+86% +$184K 0.12% 165
2021
Q1 		$208K Sell
5,420
-145,476
-96% -$5.37M 0.09% 200
2020
Q4 		$4.97M Buy
+150,896
New +$4.33M 0.96% 21

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cary Street Partners Investment Advisory's AUB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Atlantic Union Bankshares (AUB) stake by 17% in Q2 2026, buying an estimated $1.07K and bringing the position to 189 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Cary Street Partners Investment Advisory first reported a position in AUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.97M in Q4 2020. 252 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 189 shares of Atlantic Union Bankshares worth $8K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 28 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.07K.
  • Atlantic Union Bankshares made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #697 holding.
  • Cary Street Partners Investment Advisory first reported a position in Atlantic Union Bankshares in Q4 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's Atlantic Union Bankshares position peaked at $4.97M in Q4 2020.
  • 252 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.