Focus Partners Advisor Solutions
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Focus Partners Advisor Solutions’s Atlantic Union Bankshares AUB Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-7,150
Closed -$255K – 1260
2026
Q1 		$255K Buy
7,150
+3
+0% +$113 ﹤0.01% 1047
2025
Q4 		$252K Buy
+7,147
New +$246K ﹤0.01% 942
2025
Q3 		– Sell
-10,797
Closed -$338K – 1141
2025
Q2 		$338K Buy
+10,797
New +$312K ﹤0.01% 808

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 $3.38T AUM 44.17% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Focus Partners Advisor Solutions's AUB Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 7,150 shares — an estimated $255K sold.

Focus Partners Advisor Solutions first reported a position in AUB in Q2 2025 and held it in 3 quarters. The position peaked at $338K in Q2 2025. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 7,150 Atlantic Union Bankshares shares in Q2 2026, an estimated $255K.
  • Focus Partners Advisor Solutions first reported a position in Atlantic Union Bankshares in Q2 2025 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's Atlantic Union Bankshares position peaked at $338K in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.