Equitable Holdings’s Atlantic Union Bankshares AUB Stock Holding History

Equitable Holdings’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	$397K	Buy	9,378 +200	+2%	+$7.63K	﹤0.01%	1431
2026 Q1	$324K	Hold	9,178	–	–	﹤0.01%	1430
2025 Q4	$324K	Hold	9,178	–	–	﹤0.01%	1286
2025 Q3	$324K	Hold	9,178	–	–	﹤0.01%	1225
2025 Q2	$287K	Hold	9,178	–	–	﹤0.01%	1208
2025 Q1	$286K	Hold	9,178	–	–	﹤0.01%	1116
2024 Q4	$348K	Hold	9,178	–	–	﹤0.01%	994
2024 Q3	$346K	Hold	9,178	–	–	﹤0.01%	989
2024 Q2	$301K	Buy	9,178 +205	+2%	+$6.68K	﹤0.01%	988
2024 Q1	$317K	Hold	8,973	–	–	﹤0.01%	943
2023 Q4	$328K	Hold	8,973	–	–	﹤0.01%	914
2023 Q3	$258K	Hold	8,973	–	–	﹤0.01%	918
2023 Q2	$233K	Hold	8,973	–	–	﹤0.01%	937
2023 Q1	$315K	Hold	8,973	–	–	0.01%	780
2022 Q4	$315K	Hold	8,973	–	–	0.01%	721
2022 Q3	$273K	Sell	8,973 -257	-3%	-$8.66K	0.01%	715
2022 Q2	$313K	Hold	9,230	–	–	0.01%	676
2022 Q1	$339K	Hold	9,230	–	–	0.01%	682
2021 Q4	$344K	Sell	9,230 -200	-2%	-$7.27K	0.01%	662
2021 Q3	$347K	Hold	9,430	–	–	0.01%	627
2021 Q2	$342K	Hold	9,430	–	–	0.01%	630
2021 Q1	$362K	Hold	9,430	–	–	0.01%	575
2020 Q4	$311K	Sell	9,430 -300	-3%	-$8.62K	0.01%	551
2020 Q3	$208K	Hold	9,730	–	–	0.01%	586
2020 Q2	$225K	Hold	9,730	–	–	0.01%	566
2020 Q1	$213K	Sell	9,730 -13,938	-59%	-$432K	0.01%	524
2019 Q4	$889K	Buy	+23,668	New	+$891K	0.03%	310

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Equitable Holdings's AUB Position: Q2 2026 in Review

Equitable Holdings increased its Atlantic Union Bankshares (AUB) stake by 2.2% in Q2 2026, buying an estimated $7.63K and bringing the position to 9,378 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Equitable Holdings first reported a position in AUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $889K in Q4 2019. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Equitable Holdings held 9,378 shares of Atlantic Union Bankshares worth $397K as of Q2 2026.
Equitable Holdings bought 200 Atlantic Union Bankshares shares in Q2 2026, an estimated $7.63K.
Atlantic Union Bankshares made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1431 holding.
Equitable Holdings first reported a position in Atlantic Union Bankshares in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's Atlantic Union Bankshares position peaked at $889K in Q4 2019.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.