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Cascades Capital Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Cascades Capital Asset Management’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 		$137K Hold
3,228
– – 0.05% 143
2026
Q1 		$115K Sell
3,228
-300
-9% -$11.3K 0.05% 147
2025
Q4 		$125K Sell
3,528
-2,187
-38% -$75.2K 0.05% 148
2025
Q3 		$202K Sell
5,715
-1,000
-15% -$34K 0.09% 125
2025
Q2 		$210K Sell
6,715
-10,057
-60% -$290K 0.11% 109
2025
Q1 		$522K Hold
16,772
– – 0.28% 58
2024
Q4 		$635K Sell
16,772
-2,695
-14% -$107K 0.34% 51
2024
Q3 		$733K Buy
+19,467
New +$733K 0.4% 45

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

Cascades Capital Asset Management's AUB Position: Q2 2026 in Review

Cascades Capital Asset Management held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 3,228 shares worth $137K. The position accounts for 0.05% of the portfolio, ranked #143.

Cascades Capital Asset Management first reported a position in AUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $733K in Q3 2024. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Cascades Capital Asset Management held 3,228 shares of Atlantic Union Bankshares worth $137K as of Q2 2026.
  • Cascades Capital Asset Management left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up 0.05% of Cascades Capital Asset Management's portfolio in Q2 2026, its #143 holding.
  • Cascades Capital Asset Management first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 8 quarters since.
  • Cascades Capital Asset Management's Atlantic Union Bankshares position peaked at $733K in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.