Cerity Partners
AUB icon

Cerity Partners’s Atlantic Union Bankshares AUB Stock Holding History

Cerity Partners’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 		$4.29M Sell
101,457
-2,737
-3% -$104K 0.01% 1183
2026
Q1 		$3.72M Buy
104,194
+7,319
+8% +$276K 0.01% 1156
2025
Q4 		$3.42M Sell
96,875
-14,389
-13% -$494K 0.01% 1108
2025
Q3 		$3.89M Buy
111,264
+4,244
+4% +$144K 0.01% 983
2025
Q2 		$3.38M Buy
107,020
+43,923
+70% +$1.27M 0.01% 986
2025
Q1 		$1.96M Buy
63,097
+12,564
+25% +$446K ﹤0.01% 1136
2024
Q4 		$1.9M Sell
50,533
-4,816
-9% -$191K ﹤0.01% 1126
2024
Q3 		$2.09M Buy
55,349
+10,860
+24% +$409K ﹤0.01% 1077
2024
Q2 		$1.46M Sell
44,489
-4,681
-10% -$153K ﹤0.01% 1059
2024
Q1 		$1.74M Buy
+49,170
New +$1.69M ﹤0.01% 1042

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's AUB Position: Q2 2026 in Review

Cerity Partners reduced its Atlantic Union Bankshares (AUB) stake by 2.6% in Q2 2026, selling an estimated $104K and leaving 101,457 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #1183.

Cerity Partners first reported a position in AUB in Q1 2024 and has held it in 10 quarters since. 430 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Cerity Partners held 101,457 shares of Atlantic Union Bankshares worth $4.29M as of Q2 2026.
  • Cerity Partners sold 2,737 Atlantic Union Bankshares shares in Q2 2026, an estimated $104K.
  • Atlantic Union Bankshares made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1183 holding.
  • Cerity Partners first reported a position in Atlantic Union Bankshares in Q1 2024 and has held it in 10 quarters since.
  • 430 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.