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Dana Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Dana Investment 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 		$2.28M Buy
53,801
+3,791
+8% +$145K 0.06% 314
2026
Q1 		$1.79M Buy
50,010
+1,464
+3% +$55.1K 0.05% 327
2025
Q4 		$1.71M Sell
48,546
-7,499
-13% -$258K 0.05% 323
2025
Q3 		$1.98M Buy
56,045
+3,083
+6% +$105K 0.06% 297
2025
Q2 		$1.66M Buy
52,962
+415
+0.8% +$12K 0.05% 316
2025
Q1 		$1.64M Buy
52,547
+6,034
+13% +$214K 0.06% 305
2024
Q4 		$1.76M Buy
46,513
+208
+0.4% +$8.24K 0.06% 313
2024
Q3 		$1.74M Buy
46,305
+3,126
+7% +$118K 0.06% 312
2024
Q2 		$1.42M Buy
43,179
+3,279
+8% +$107K 0.05% 339
2024
Q1 		$1.41M Buy
39,900
+151
+0.4% +$5.19K 0.05% 340
2023
Q4 		$1.45M Sell
39,749
-2,386
-6% -$75.1K 0.07% 206
2023
Q3 		$1.21M Sell
42,135
-7,437
-15% -$221K 0.06% 214
2023
Q2 		$1.29M Buy
49,572
+7,551
+18% +$213K 0.06% 216
2023
Q1 		$1.47M Buy
+42,021
New +$1.55M 0.07% 188

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

Dana Investment Advisors's AUB Position: Q2 2026 in Review

Dana Investment Advisors increased its Atlantic Union Bankshares (AUB) stake by 7.6% in Q2 2026, buying an estimated $145K and bringing the position to 53,801 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #314.

Dana Investment Advisors first reported a position in AUB in Q1 2023 and has held it in 14 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Dana Investment Advisors held 53,801 shares of Atlantic Union Bankshares worth $2.28M as of Q2 2026.
  • Dana Investment Advisors bought 3,791 Atlantic Union Bankshares shares in Q2 2026, an estimated $145K.
  • Atlantic Union Bankshares made up 0.06% of Dana Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Dana Investment Advisors first reported a position in Atlantic Union Bankshares in Q1 2023 and has held it in 14 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.