Clearstead Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Clearstead 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	$281K	Buy	6,635 +99	+2%	+$3.78K	﹤0.01%	948
2026 Q1	$234K	Sell	6,536 -179	-3%	-$6.74K	﹤0.01%	950
2025 Q4	$237K	Hold	6,715	–	–	﹤0.01%	894
2025 Q3	$237K	Sell	6,715 -25,646	-79%	-$872K	﹤0.01%	840
2025 Q2	$1.01M	Buy	32,361 +9,941	+44%	+$287K	0.01%	441
2025 Q1	$698K	Hold	22,420	–	–	0.01%	492
2024 Q4	$849K	Sell	22,420 -1,511	-6%	-$59.9K	0.01%	446
2024 Q3	$901K	Sell	23,931 -2	-0%	-$75	0.01%	440
2024 Q2	$786K	Buy	+23,933	New	+$780K	0.01%	445

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Clearstead Advisors's AUB Position: Q2 2026 in Review

Clearstead Advisors increased its Atlantic Union Bankshares (AUB) stake by 1.5% in Q2 2026, buying an estimated $3.78K and bringing the position to 6,635 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Clearstead Advisors first reported a position in AUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q2 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Clearstead Advisors held 6,635 shares of Atlantic Union Bankshares worth $281K as of Q2 2026.
Clearstead Advisors bought 99 Atlantic Union Bankshares shares in Q2 2026, an estimated $3.78K.
Atlantic Union Bankshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #948 holding.
Clearstead Advisors first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Atlantic Union Bankshares position peaked at $1.01M in Q2 2025.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.