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Cliff Asness’s Atlantic Union Bankshares AUB Stock Holding History

Cliff Asness’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 		$11.4M Sell
268,472
-8,472
-3% -$323K ﹤0.01% 1492
2026
Q1 		$9.9M Buy
276,944
+1,263
+0.5% +$47.6K ﹤0.01% 1349
2025
Q4 		$9.73M Buy
275,681
+9,551
+4% +$328K 0.01% 1234
2025
Q3 		$9.39M Buy
266,130
+69,696
+35% +$2.37M 0.01% 1125
2025
Q2 		$6.14M Buy
196,434
+154,532
+369% +$4.46M 0.01% 1178
2025
Q1 		$1.3M Buy
41,902
+36,196
+634% +$1.29M ﹤0.01% 1854
2024
Q4 		$216K Buy
+5,706
New +$226K ﹤0.01% 2644
2023
Q1 		– Sell
-31,384
Closed -$1.1M – 2162
2022
Q4 		$1.1M Buy
31,384
+1,019
+3% +$34.8K ﹤0.01% 1520
2022
Q3 		$922K Sell
30,365
-523
-2% -$17.6K ﹤0.01% 1553
2022
Q2 		$1.05M Sell
30,888
-8,638
-22% -$299K ﹤0.01% 1407
2022
Q1 		$1.45M Buy
39,526
+2,602
+7% +$104K ﹤0.01% 1355
2021
Q4 		$1.38M Buy
36,924
+20,568
+126% +$747K ﹤0.01% 1392
2021
Q3 		$603K Buy
16,356
+910
+6% +$32.8K ﹤0.01% 1790
2021
Q2 		$559K Buy
+15,446
New +$606K ﹤0.01% 1853
2018
Q4 		– Sell
-7,490
Closed -$289K – 2185
2018
Q3 		$289K Hold
7,490
– – ﹤0.01% 2116
2018
Q2 		$291K Buy
7,490
+45
+0.6% +$1.77K ﹤0.01% 2131
2018
Q1 		$273K Sell
7,445
-3,004
-29% -$114K ﹤0.01% 2064
2017
Q4 		$378K Sell
10,449
-73,090
-87% -$2.61M ﹤0.01% 2005
2017
Q3 		$2.95M Sell
83,539
-43,960
-34% -$1.42M ﹤0.01% 1239
2017
Q2 		$4.32M Sell
127,499
-89,938
-41% -$3.07M 0.01% 1078
2017
Q1 		$7.65M Buy
217,437
+21,562
+11% +$772K 0.01% 851
2016
Q4 		$7M Buy
195,875
+65,303
+50% +$2.05M 0.01% 883
2016
Q3 		$3.5M Buy
130,572
+67,569
+107% +$1.81M 0.01% 1149
2016
Q2 		$1.56M Buy
63,003
+3,613
+6% +$93.7K ﹤0.01% 1424
2016
Q1 		$1.46M Buy
59,390
+34,322
+137% +$792K ﹤0.01% 1416
2015
Q4 		$633K Buy
25,068
+15,871
+173% +$409K ﹤0.01% 1772
2015
Q3 		$221K Buy
+9,197
New +$218K ﹤0.01% 2025

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

Cliff Asness's AUB Position: Q2 2026 in Review

Cliff Asness reduced its Atlantic Union Bankshares (AUB) stake by 3.1% in Q2 2026, selling an estimated $323K and leaving 268,472 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Cliff Asness first reported a position in AUB in Q3 2015 and has held it in 27 quarters since. 450 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Cliff Asness held 268,472 shares of Atlantic Union Bankshares worth $11.4M as of Q2 2026.
  • Cliff Asness sold 8,472 Atlantic Union Bankshares shares in Q2 2026, an estimated $323K.
  • Atlantic Union Bankshares made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1492 holding.
  • Cliff Asness first reported a position in Atlantic Union Bankshares in Q3 2015 and has held it in 27 quarters since.
  • 450 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.