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Fiduciary Trust’s Atlantic Union Bankshares AUB Stock Holding History

Fiduciary Trust’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 		$365K Buy
8,624
+18
+0.2% +$687 ﹤0.01% 695
2026
Q1 		$308K Sell
8,606
-9,639
-53% -$363K ﹤0.01% 729
2025
Q4 		$644K Sell
18,245
-534
-3% -$18.4K 0.01% 495
2025
Q3 		$663K Buy
18,779
+10,691
+132% +$364K 0.01% 496
2025
Q2 		$253K Buy
8,088
+105
+1% +$3.03K ﹤0.01% 728
2025
Q1 		$249K Buy
+7,983
New +$284K ﹤0.01% 718

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

Fiduciary Trust's AUB Position: Q2 2026 in Review

Fiduciary Trust increased its Atlantic Union Bankshares (AUB) stake by 0.21% in Q2 2026, buying an estimated $687 and bringing the position to 8,624 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Fiduciary Trust first reported a position in AUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $663K in Q3 2025. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Fiduciary Trust held 8,624 shares of Atlantic Union Bankshares worth $365K as of Q2 2026.
  • Fiduciary Trust bought 18 Atlantic Union Bankshares shares in Q2 2026, an estimated $687.
  • Atlantic Union Bankshares made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #695 holding.
  • Fiduciary Trust first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Trust's Atlantic Union Bankshares position peaked at $663K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.