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Commonwealth Retirement Investments’s Atlantic Union Bankshares AUB Stock Holding History

Commonwealth Retirement Investments’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 		$46.6K Buy
+1,102
New +$42.1K 0.01% 184
2026
Q1 		– Sell
-1,101
Closed -$38.9K – 142
2025
Q4 		$38.9K Buy
+1,101
New +$37.8K 0.01% 196

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

Commonwealth Retirement Investments's AUB Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 1,102 shares worth $46.6K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in AUB as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in AUB in Q4 2025 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Commonwealth Retirement Investments held 1,102 shares of Atlantic Union Bankshares worth $46.6K as of Q2 2026.
  • Atlantic Union Bankshares was a new Commonwealth Retirement Investments position in Q2 2026.
  • Atlantic Union Bankshares made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #184 holding.
  • Commonwealth Retirement Investments first reported a position in Atlantic Union Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.