Everence Capital Management’s Atlantic Union Bankshares AUB Stock Holding History

Everence Capital Management’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
2025 Q2	–	Sell	-7,200	Closed	-$224K	–	792
2025 Q1	$224K	Hold	7,200	–	–	0.02%	703
2024 Q4	$273K	Sell	7,200 -490	-6%	-$19.4K	0.02%	625
2024 Q3	$290K	Hold	7,690	–	–	0.02%	607
2024 Q2	$244K	Hold	7,690	–	–	0.02%	609
2024 Q1	$272K	Hold	7,690	–	–	0.02%	597
2023 Q4	$281K	Hold	7,690	–	–	0.02%	572
2023 Q3	$221K	Buy	+7,690	New	+$229K	0.02%	628

Other funds holding AUB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Everence Capital Management's AUB Position: Q2 2025 in Review

Everence Capital Management sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 7,200 shares — an estimated $224K sold.

Everence Capital Management first reported a position in AUB in Q3 2023 and held it in 7 quarters. The position peaked at $290K in Q3 2024. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

Everence Capital Management reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
Everence Capital Management sold 7,200 Atlantic Union Bankshares shares in Q2 2025, an estimated $224K.
Everence Capital Management first reported a position in Atlantic Union Bankshares in Q3 2023 and held it in 7 quarters.
Everence Capital Management's Atlantic Union Bankshares position peaked at $290K in Q3 2024.
384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on Everence Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.