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Cedar Mountain Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Cedar Mountain 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 		$169 Hold
4
– – ﹤0.01% 1135
2026
Q1 		$143 Hold
4
– – ﹤0.01% 1108
2025
Q4 		$141 Hold
4
– – ﹤0.01% 692
2025
Q3 		$141 Buy
+4
New +$136 ﹤0.01% 658

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

Cedar Mountain Advisors's AUB Position: Q2 2026 in Review

Cedar Mountain Advisors held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 4 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Cedar Mountain Advisors first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Cedar Mountain Advisors held 4 shares of Atlantic Union Bankshares worth $169 as of Q2 2026.
  • Cedar Mountain Advisors left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1135 holding.
  • Cedar Mountain Advisors first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.