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Financial Consulate’s Atlantic Union Bankshares AUB Stock Holding History

Financial Consulate’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
Q1 		$29.1K Sell
814
-540
-40% -$20.3K ﹤0.01% 419
2025
Q4 		$47.8K Sell
1,354
-3,327
-71% -$114K 0.01% 323
2025
Q3 		$165K Buy
+4,681
New +$159K 0.02% 178

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Financial Consulate's AUB Position: Q1 2026 in Review

Financial Consulate reduced its Atlantic Union Bankshares (AUB) stake by 40% in Q1 2026, selling an estimated $20.3K and leaving 814 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Financial Consulate first reported a position in AUB in Q3 2025 and has held it in 3 quarters since. The position peaked at $165K in Q3 2025. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Financial Consulate held 814 shares of Atlantic Union Bankshares worth $29.1K as of Q1 2026.
  • Financial Consulate sold 540 Atlantic Union Bankshares shares in Q1 2026, an estimated $20.3K.
  • Atlantic Union Bankshares made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #419 holding.
  • Financial Consulate first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Atlantic Union Bankshares position peaked at $165K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.