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AUB icon

Covestor’s Atlantic Union Bankshares AUB Stock Holding History

Covestor’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 		$45K Buy
1,057
+595
+129% +$22.7K 0.03% 839
2026
Q1 		$16K Sell
462
-718
-61% -$27K 0.01% 1191
2025
Q4 		$42K Sell
1,180
-144
-11% -$4.95K 0.02% 966
2025
Q3 		$47K Sell
1,324
-1,335
-50% -$45.4K 0.03% 932
2025
Q2 		$83K Buy
2,659
+2,342
+739% +$67.6K 0.05% 656
2025
Q1 		$10K Sell
317
-3
-0.9% -$107 0.01% 1473
2024
Q4 		$12K Buy
320
+127
+66% +$5.03K 0.01% 1417
2024
Q3 		$7K Buy
193
+1
+0.5% +$38 ﹤0.01% 1683
2024
Q2 		$6K Buy
192
+1
+0.5% +$33 ﹤0.01% 1739
2024
Q1 		$7K Sell
191
-1
-0.5% -$34 ﹤0.01% 1731
2023
Q4 		$7K Sell
192
-861
-82% -$27.1K ﹤0.01% 1709
2023
Q3 		$30K Buy
1,053
+513
+95% +$15.3K 0.02% 975
2023
Q2 		$14K Sell
540
-415
-43% -$11.7K 0.01% 1275
2023
Q1 		$34K Sell
955
-530
-36% -$19.6K 0.03% 850
2022
Q4 		$52K Buy
1,485
+196
+15% +$6.7K 0.04% 710
2022
Q3 		$39K Sell
1,289
-215
-14% -$7.25K 0.03% 785
2022
Q2 		$51K Buy
1,504
+678
+82% +$23.5K 0.04% 730
2022
Q1 		$30K Buy
826
+362
+78% +$14.5K 0.02% 948
2021
Q4 		$17K Buy
+464
New +$16.9K 0.02% 890

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

Covestor's AUB Position: Q2 2026 in Review

Covestor increased its Atlantic Union Bankshares (AUB) stake by 129% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,057 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #839.

Covestor first reported a position in AUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $83K in Q2 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Covestor held 1,057 shares of Atlantic Union Bankshares worth $45K as of Q2 2026.
  • Covestor bought 595 Atlantic Union Bankshares shares in Q2 2026, an estimated $22.7K.
  • Atlantic Union Bankshares made up 0.03% of Covestor's portfolio in Q2 2026, its #839 holding.
  • Covestor first reported a position in Atlantic Union Bankshares in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Atlantic Union Bankshares position peaked at $83K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.