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
Q2 		$1.76M Sell
41,603
-351
-0.8% -$13.4K ﹤0.01% 1473
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% 2260
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 $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

Corient Private Wealth's AUB Position: Q2 2026 in Review

Corient Private Wealth reduced its Atlantic Union Bankshares (AUB) stake by 0.84% in Q2 2026, selling an estimated $13.4K and leaving 41,603 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Corient Private Wealth first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Corient Private Wealth held 41,603 shares of Atlantic Union Bankshares worth $1.76M as of Q2 2026.
  • Corient Private Wealth sold 351 Atlantic Union Bankshares shares in Q2 2026, an estimated $13.4K.
  • Atlantic Union Bankshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1473 holding.
  • Corient Private Wealth first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.