Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Atlantic Union Bankshares AUB Stock Holding History

Envestnet Portfolio Solutions’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 		$285K Sell
6,732
-498
-7% -$19K ﹤0.01% 1209
2026
Q1 		$258K Sell
7,230
-3,123
-30% -$118K ﹤0.01% 1175
2025
Q4 		$365K Buy
10,353
+732
+8% +$25.2K ﹤0.01% 1184
2025
Q3 		$340K Buy
9,621
+2,551
+36% +$86.8K ﹤0.01% 1187
2025
Q2 		$221K Sell
7,070
-1,302
-16% -$37.6K ﹤0.01% 1464
2025
Q1 		$261K Sell
8,372
-5,994
-42% -$213K ﹤0.01% 1360
2024
Q4 		$544K Buy
14,366
+1,837
+15% +$72.8K ﹤0.01% 1203
2024
Q3 		$472K Buy
12,529
+225
+2% +$8.47K ﹤0.01% 1234
2024
Q2 		$404K Sell
12,304
-161
-1% -$5.25K ﹤0.01% 1223
2024
Q1 		$440K Sell
12,465
-133
-1% -$4.57K ﹤0.01% 1174
2023
Q4 		$460K Sell
12,598
-760
-6% -$23.9K ﹤0.01% 1088
2023
Q3 		$384K Buy
+13,358
New +$397K ﹤0.01% 1102

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

Envestnet Portfolio Solutions's AUB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Atlantic Union Bankshares (AUB) stake by 6.9% in Q2 2026, selling an estimated $19K and leaving 6,732 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Envestnet Portfolio Solutions first reported a position in AUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $544K in Q4 2024. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,732 shares of Atlantic Union Bankshares worth $285K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 498 Atlantic Union Bankshares shares in Q2 2026, an estimated $19K.
  • Atlantic Union Bankshares made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1209 holding.
  • Envestnet Portfolio Solutions first reported a position in Atlantic Union Bankshares in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Atlantic Union Bankshares position peaked at $544K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.