CoreCap Advisors’s Atlantic Union Bankshares AUB Stock Holding History

CoreCap 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	$97.1K	Sell	2,295 -21	-0.9%	-$801	﹤0.01%	1118
2026 Q1	$82.8K	Sell	2,316 -1,138	-33%	-$42.8K	﹤0.01%	1098
2025 Q4	$122K	Sell	3,454 -2,308	-40%	-$79.3K	﹤0.01%	962
2025 Q3	$203K	Hold	5,762	–	–	0.01%	797
2025 Q2	$180K	Hold	5,762	–	–	0.01%	776
2025 Q1	$179K	Hold	5,762	–	–	0.01%	709
2024 Q4	$218K	Hold	5,762	–	–	0.01%	686
2024 Q3	$217K	Sell	5,762 -800	-12%	-$30.1K	0.01%	657
2024 Q2	$216K	Buy	+6,562	New	+$214K	0.02%	352

Other funds holding AUB

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CoreCap Advisors's AUB Position: Q2 2026 in Review

CoreCap Advisors reduced its Atlantic Union Bankshares (AUB) stake by 0.91% in Q2 2026, selling an estimated $801 and leaving 2,295 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

CoreCap Advisors first reported a position in AUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $218K in Q4 2024. 47 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

CoreCap Advisors held 2,295 shares of Atlantic Union Bankshares worth $97.1K as of Q2 2026.
CoreCap Advisors sold 21 Atlantic Union Bankshares shares in Q2 2026, an estimated $801.
Atlantic Union Bankshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1118 holding.
CoreCap Advisors first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 9 quarters since.
CoreCap Advisors's Atlantic Union Bankshares position peaked at $218K in Q4 2024.
47 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.