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

Evergreen 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
2026
Q2 		$355K Hold
8,396
– – 0.01% 1113
2026
Q1 		$300K Hold
8,396
– – 0.01% 1122
2025
Q4 		$296K Hold
8,396
– – 0.01% 1049
2025
Q3 		$296K Sell
8,396
-215
-2% -$7.31K 0.01% 983
2025
Q2 		$269K Buy
+8,611
New +$249K 0.01% 854

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

Evergreen Capital Management's AUB Position: Q2 2026 in Review

Evergreen Capital Management held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 8,396 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #1113.

Evergreen Capital Management first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Evergreen Capital Management held 8,396 shares of Atlantic Union Bankshares worth $355K as of Q2 2026.
  • Evergreen Capital Management left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1113 holding.
  • Evergreen Capital Management first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.