Concord Wealth Partners’s Atlantic Union Bankshares AUB Stock Holding History

Concord Wealth Partners’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	$115K	Buy	+2,728	New	+$104K	0.01%	276
2026 Q1	–	Sell	-2,728	Closed	-$96.3K	–	246
2025 Q4	$96.3K	Hold	2,728	–	–	0.01%	259
2025 Q3	$96.3K	Hold	2,728	–	–	0.01%	260
2025 Q2	$85.3K	Hold	2,728	–	–	0.01%	282
2025 Q1	$85K	Buy	2,728 +2,053	+304%	+$72.9K	0.01%	261
2024 Q4	$25.6K	Hold	675	–	–	﹤0.01%	421
2024 Q3	$25.4K	Hold	675	–	–	﹤0.01%	439
2024 Q2	$22.2K	Buy	+675	New	+$22K	﹤0.01%	411
2022 Q2	–	Sell	-31	Closed	-$1K	–	1233
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	1166
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	1193
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	804
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	944
2021 Q1	$1K	Buy	+31	New	+$1.14K	﹤0.01%	882

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

Concord Wealth Partners's AUB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 2,728 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AUB as recently as Q4 2025.

Concord Wealth Partners first reported a position in AUB in Q1 2021 and has held it in 13 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Concord Wealth Partners held 2,728 shares of Atlantic Union Bankshares worth $115K as of Q2 2026.
Atlantic Union Bankshares was a new Concord Wealth Partners position in Q2 2026.
Atlantic Union Bankshares made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #276 holding.
Concord Wealth Partners first reported a position in Atlantic Union Bankshares in Q1 2021 and has held it in 13 quarters since.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.