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Empowered Funds’s Atlantic Union Bankshares AUB Stock Holding History

Empowered Funds’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 		$208K Sell
4,925
-921
-16% -$35.2K ﹤0.01% 2008
2026
Q1 		$209K Buy
+5,846
New +$220K ﹤0.01% 2005
2025
Q2 		– Sell
-96,678
Closed -$3.01M – 1755
2025
Q1 		$3.01M Buy
+96,678
New +$3.43M 0.04% 549

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

Empowered Funds's AUB Position: Q2 2026 in Review

Empowered Funds reduced its Atlantic Union Bankshares (AUB) stake by 16% in Q2 2026, selling an estimated $35.2K and leaving 4,925 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Empowered Funds first reported a position in AUB in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.01M in Q1 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Empowered Funds held 4,925 shares of Atlantic Union Bankshares worth $208K as of Q2 2026.
  • Empowered Funds sold 921 Atlantic Union Bankshares shares in Q2 2026, an estimated $35.2K.
  • Atlantic Union Bankshares made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #2008 holding.
  • Empowered Funds first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 3 quarters since.
  • Empowered Funds's Atlantic Union Bankshares position peaked at $3.01M in Q1 2025.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.