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Court Place Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Court Place 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
2025
Q3 		$310K Hold
8,798
– – 0.09% 118
2025
Q2 		$275K Buy
+8,798
New +$254K 0.09% 125

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Court Place Advisors's AUB Position: Q3 2025 in Review

Court Place Advisors held its Atlantic Union Bankshares (AUB) position steady in Q3 2025 at 8,798 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #118.

Court Place Advisors first reported a position in AUB in Q2 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold AUB as of Q3 2025.

  • Court Place Advisors held 8,798 shares of Atlantic Union Bankshares worth $310K as of Q3 2025.
  • Court Place Advisors left its Atlantic Union Bankshares share count unchanged in Q3 2025.
  • Atlantic Union Bankshares made up 0.09% of Court Place Advisors's portfolio in Q3 2025, its #118 holding.
  • Court Place Advisors first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.