Fulcrum Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Fulcrum Asset Management’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	$10.9K	Buy	+258	New	+$9.85K	﹤0.01%	658

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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return

Fulcrum Asset Management's AUB Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 258 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Fulcrum Asset Management held 258 shares of Atlantic Union Bankshares worth $10.9K as of Q2 2026.
Atlantic Union Bankshares was a new Fulcrum Asset Management position in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #658 holding.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.