Creative Planning
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Creative Planning’s Atlantic Union Bankshares AUB Stock Holding History

Creative Planning’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 		$3.09M Sell
73,147
-23,403
-24% -$893K ﹤0.01% 1756
2026
Q1 		$3.45M Buy
96,550
+6,632
+7% +$250K ﹤0.01% 1468
2025
Q4 		$3.17M Sell
89,918
-1,764
-2% -$60.6K ﹤0.01% 1349
2025
Q3 		$3.24M Sell
91,682
-3,763
-4% -$128K ﹤0.01% 1164
2025
Q2 		$2.99M Buy
95,445
+84,068
+739% +$2.43M ﹤0.01% 1038
2025
Q1 		$354K Sell
11,377
-1,716
-13% -$61K ﹤0.01% 2601
2024
Q4 		$496K Sell
13,093
-66
-0.5% -$2.62K ﹤0.01% 2230
2024
Q3 		$496K Buy
13,159
+2,240
+21% +$84.3K ﹤0.01% 2118
2024
Q2 		$359K Sell
10,919
-1,651
-13% -$53.8K ﹤0.01% 2212
2024
Q1 		$444K Buy
12,570
+23
+0.2% +$790 ﹤0.01% 1937
2023
Q4 		$458K Buy
12,547
+12,331
+5,709% +$388K ﹤0.01% 1771
2023
Q3 		$6.22K Buy
+216
New +$6.42K ﹤0.01% 2696
2023
Q2 		– Sell
-6,954
Closed -$244K – 2660
2023
Q1 		$244K Sell
6,954
-669
-9% -$24.7K ﹤0.01% 1972
2022
Q4 		$268K Buy
+7,623
New +$260K ﹤0.01% 1796
2021
Q4 		– Sell
-5,857
Closed -$216K – 2091
2021
Q3 		$216K Sell
5,857
-12,777
-69% -$460K ﹤0.01% 1820
2021
Q2 		$675K Buy
+18,634
New +$731K ﹤0.01% 1108
2016
Q4 		– Sell
-49
Closed -$1K – 4612
2016
Q3 		$1K Buy
+49
New +$1.31K ﹤0.01% 4349
2014
Q3 		– Sell
-100
Closed -$3K – 3987
2014
Q2 		$3K Hold
100
– – ﹤0.01% 3385
2014
Q1 		$3K Buy
+100
New +$2.48K ﹤0.01% 3239

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

Creative Planning's AUB Position: Q2 2026 in Review

Creative Planning reduced its Atlantic Union Bankshares (AUB) stake by 24% in Q2 2026, selling an estimated $893K and leaving 73,147 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Creative Planning first reported a position in AUB in Q1 2014 and has held it in 19 quarters since. The position peaked at $3.45M in Q1 2026. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Creative Planning held 73,147 shares of Atlantic Union Bankshares worth $3.09M as of Q2 2026.
  • Creative Planning sold 23,403 Atlantic Union Bankshares shares in Q2 2026, an estimated $893K.
  • Atlantic Union Bankshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1756 holding.
  • Creative Planning first reported a position in Atlantic Union Bankshares in Q1 2014 and has held it in 19 quarters since.
  • Creative Planning's Atlantic Union Bankshares position peaked at $3.45M in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.