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Crewe Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Crewe 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
2026
Q2 		$15.9K Sell
375
-149
-28% -$5.69K ﹤0.01% 659
2026
Q1 		$18.7K Buy
524
+165
+46% +$6.21K ﹤0.01% 537
2025
Q4 		$12.7K Buy
359
+37
+11% +$1.27K ﹤0.01% 576
2025
Q3 		$11.4K Buy
+322
New +$11K ﹤0.01% 606

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

Crewe Advisors's AUB Position: Q2 2026 in Review

Crewe Advisors reduced its Atlantic Union Bankshares (AUB) stake by 28% in Q2 2026, selling an estimated $5.69K and leaving 375 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Crewe Advisors first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.7K in Q1 2026. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Crewe Advisors held 375 shares of Atlantic Union Bankshares worth $15.9K as of Q2 2026.
  • Crewe Advisors sold 149 Atlantic Union Bankshares shares in Q2 2026, an estimated $5.69K.
  • Atlantic Union Bankshares made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #659 holding.
  • Crewe Advisors first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • Crewe Advisors's Atlantic Union Bankshares position peaked at $18.7K in Q1 2026.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.