CW
AUB icon

Curio Wealth’s Atlantic Union Bankshares AUB Stock Holding History

Curio 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 		– Sell
-901
Closed -$32.2K – 159
2026
Q1 		$32.2K Buy
901
+1
+0.1% +$38 0.01% 160
2025
Q4 		$32.9K Hold
900
– – 0.01% 166
2025
Q3 		$31.8K Hold
900
– – 0.01% 137
2025
Q2 		$28.2K Buy
+900
New +$26K 0.01% 152

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 $3.38T AUM 44.17% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Curio Wealth's AUB Position: Q2 2026 in Review

Curio Wealth sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 901 shares — an estimated $32.2K sold.

Curio Wealth first reported a position in AUB in Q2 2025 and held it in 4 quarters. The position peaked at $32.9K in Q4 2025. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Curio Wealth reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 901 Atlantic Union Bankshares shares in Q2 2026, an estimated $32.2K.
  • Curio Wealth first reported a position in Atlantic Union Bankshares in Q2 2025 and held it in 4 quarters.
  • Curio Wealth's Atlantic Union Bankshares position peaked at $32.9K in Q4 2025.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

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