Corient Private Wealth
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Corient Private Wealth’s Atlantic Union Bankshares AUB Stock Holding History

Corient Private Wealth’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
Q1 		$1.5M Buy
41,954
+34,546
+466% +$1.3M ﹤0.01% 1413
2025
Q4 		$262K Buy
7,408
+271
+4% +$9.31K ﹤0.01% 2530
2025
Q3 		$252K Buy
7,137
+139
+2% +$4.73K ﹤0.01% 2225
2025
Q2 		$219K Buy
+6,998
New +$202K ﹤0.01% 2187

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Corient Private Wealth's AUB Position: Q1 2026 in Review

Corient Private Wealth increased its Atlantic Union Bankshares (AUB) stake by 466% in Q1 2026, buying an estimated $1.3M and bringing the position to 41,954 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Corient Private Wealth first reported a position in AUB in Q2 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Corient Private Wealth held 41,954 shares of Atlantic Union Bankshares worth $1.5M as of Q1 2026.
  • Corient Private Wealth bought 34,546 Atlantic Union Bankshares shares in Q1 2026, an estimated $1.3M.
  • Atlantic Union Bankshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1413 holding.
  • Corient Private Wealth first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.