CIBC Private Wealth Group’s Atlantic Union Bankshares AUB Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$41.1K	Sell	1,164 -155	-12%	-$5.33K	﹤0.01%	1860
2025 Q3	$46.5K	Buy	1,319 +188	+17%	+$6.39K	﹤0.01%	1833
2025 Q2	$35.4K	Hold	1,131	–	–	﹤0.01%	1801
2025 Q1	$27.5K	Buy	1,131 +64	+6%	+$2.27K	﹤0.01%	1876
2024 Q4	$38.9K	Sell	1,067 -3,509	-77%	-$139K	﹤0.01%	1769
2024 Q3	$172K	Buy	4,576 +3,468	+313%	+$131K	﹤0.01%	1260
2024 Q2	$36K	Buy	1,108 +41	+4%	+$1.34K	﹤0.01%	1800
2024 Q1	$37.2K	Buy	+1,067	New	+$36.7K	﹤0.01%	1790
2018 Q3	–	Sell	-4,987	Closed	-$194K	–	1023
2018 Q2	$194K	Buy	4,987 +3,920	+367%	+$154K	﹤0.01%	926
2018 Q1	$39K	Buy	+1,067	New	+$40.3K	﹤0.01%	1218

Other funds holding AUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIBC Private Wealth Group's AUB Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Atlantic Union Bankshares (AUB) stake by 12% in Q4 2025, selling an estimated $5.33K and leaving 1,164 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

CIBC Private Wealth Group first reported a position in AUB in Q1 2018 and has held it in 10 quarters since. The position peaked at $194K in Q2 2018. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

CIBC Private Wealth Group held 1,164 shares of Atlantic Union Bankshares worth $41.1K as of Q4 2025.
CIBC Private Wealth Group sold 155 Atlantic Union Bankshares shares in Q4 2025, an estimated $5.33K.
Atlantic Union Bankshares made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1860 holding.
CIBC Private Wealth Group first reported a position in Atlantic Union Bankshares in Q1 2018 and has held it in 10 quarters since.
CIBC Private Wealth Group's Atlantic Union Bankshares position peaked at $194K in Q2 2018.
412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.