Focus Partners Wealth’s Atlantic Union Bankshares AUB Stock Holding History

Focus Partners Wealth’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	$1.31M	Sell	31,056 -6,675	-18%	-$255K	﹤0.01%	1522
2026 Q1	$1.35M	Sell	37,731 -55	-0.1%	-$2.07K	﹤0.01%	1477
2025 Q4	$1.33M	Buy	37,786 +1,344	+4%	+$46.2K	﹤0.01%	1505
2025 Q3	$1.29M	Buy	36,442 +812	+2%	+$27.6K	﹤0.01%	1186
2025 Q2	$1.11M	Buy	35,630 +25,647	+257%	+$740K	﹤0.01%	1100
2025 Q1	$311K	Sell	9,983 -10,131	-50%	-$360K	﹤0.01%	1557
2024 Q4	$762K	Sell	20,114 -6,547	-25%	-$259K	﹤0.01%	1155
2024 Q3	$1M	Buy	26,661 +17,096	+179%	+$643K	﹤0.01%	947
2024 Q2	$314K	Buy	9,565 +3,690	+63%	+$120K	﹤0.01%	1058
2024 Q1	$207K	Hold	5,875	–	–	﹤0.01%	927
2023 Q4	$215K	Buy	+5,875	New	+$185K	﹤0.01%	741

Other funds holding AUB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

CAM

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

Focus Partners Wealth's AUB Position: Q2 2026 in Review

Focus Partners Wealth reduced its Atlantic Union Bankshares (AUB) stake by 18% in Q2 2026, selling an estimated $255K and leaving 31,056 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Focus Partners Wealth first reported a position in AUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q1 2026. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Focus Partners Wealth held 31,056 shares of Atlantic Union Bankshares worth $1.31M as of Q2 2026.
Focus Partners Wealth sold 6,675 Atlantic Union Bankshares shares in Q2 2026, an estimated $255K.
Atlantic Union Bankshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1522 holding.
Focus Partners Wealth first reported a position in Atlantic Union Bankshares in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Atlantic Union Bankshares position peaked at $1.35M in Q1 2026.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.