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Fortitude Family Office’s Atlantic Union Bankshares AUB Stock Holding History

Fortitude Family Office’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 		$20.5K Buy
485
+283
+140% +$10.8K ﹤0.01% 518
2026
Q1 		$7.22K Buy
202
+36
+22% +$1.35K ﹤0.01% 779
2025
Q4 		$5.86K Hold
166
– – ﹤0.01% 754
2025
Q3 		$5.86K Hold
166
– – ﹤0.01% 760
2025
Q2 		$5.19K Buy
+166
New +$4.79K ﹤0.01% 777
2025
Q1 		– Sell
-21
Closed -$795 – 1157
2024
Q4 		$795 Sell
21
-13
-38% -$515 ﹤0.01% 1166
2024
Q3 		$1.28K Buy
+34
New +$1.28K ﹤0.01% 1072

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

Fortitude Family Office's AUB Position: Q2 2026 in Review

Fortitude Family Office increased its Atlantic Union Bankshares (AUB) stake by 140% in Q2 2026, buying an estimated $10.8K and bringing the position to 485 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Fortitude Family Office first reported a position in AUB in Q3 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Fortitude Family Office held 485 shares of Atlantic Union Bankshares worth $20.5K as of Q2 2026.
  • Fortitude Family Office bought 283 Atlantic Union Bankshares shares in Q2 2026, an estimated $10.8K.
  • Atlantic Union Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #518 holding.
  • Fortitude Family Office first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 7 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.