Cetera Investment Advisers
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Cetera Investment Advisers’s Atlantic Union Bankshares AUB Stock Holding History

Cetera Investment Advisers’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 		$2.46M Buy
58,024
+11,485
+25% +$438K ﹤0.01% 2222
2026
Q1 		$1.66M Buy
46,539
+4,165
+10% +$157K ﹤0.01% 2452
2025
Q4 		$1.5M Buy
42,374
+5,700
+16% +$196K ﹤0.01% 2465
2025
Q3 		$1.29M Buy
36,674
+10,159
+38% +$345K ﹤0.01% 2549
2025
Q2 		$829K Buy
26,515
+9,424
+55% +$272K ﹤0.01% 2542
2025
Q1 		$532K Buy
17,091
+2,464
+17% +$87.5K ﹤0.01% 2791
2024
Q4 		$554K Buy
14,627
+3,554
+32% +$141K ﹤0.01% 2598
2024
Q3 		$417K Sell
11,073
-177
-2% -$6.66K ﹤0.01% 2802
2024
Q2 		$370K Buy
11,250
+3,100
+38% +$101K ﹤0.01% 2841
2024
Q1 		$288K Buy
+8,150
New +$280K ﹤0.01% 3086

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

Cetera Investment Advisers's AUB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Atlantic Union Bankshares (AUB) stake by 25% in Q2 2026, buying an estimated $438K and bringing the position to 58,024 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Cetera Investment Advisers first reported a position in AUB in Q1 2024 and has held it in 10 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Cetera Investment Advisers held 58,024 shares of Atlantic Union Bankshares worth $2.46M as of Q2 2026.
  • Cetera Investment Advisers bought 11,485 Atlantic Union Bankshares shares in Q2 2026, an estimated $438K.
  • Atlantic Union Bankshares made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2222 holding.
  • Cetera Investment Advisers first reported a position in Atlantic Union Bankshares in Q1 2024 and has held it in 10 quarters since.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.