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Freestone Grove Partners’s Atlantic Union Bankshares AUB Stock Holding History

Freestone Grove Partners’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 		$1.24M Buy
+29,416
New +$1.12M 0.01% 505
2025
Q3 		– Sell
-42,846
Closed -$1.34M – 706
2025
Q2 		$1.34M Buy
+42,846
New +$1.24M 0.01% 403

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

Freestone Grove Partners's AUB Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 29,416 shares worth $1.24M. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in AUB as recently as Q2 2025.

Freestone Grove Partners first reported a position in AUB in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.34M in Q2 2025. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Freestone Grove Partners held 29,416 shares of Atlantic Union Bankshares worth $1.24M as of Q2 2026.
  • Atlantic Union Bankshares was a new Freestone Grove Partners position in Q2 2026.
  • Atlantic Union Bankshares made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #505 holding.
  • Freestone Grove Partners first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Atlantic Union Bankshares position peaked at $1.34M in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.