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BFC Planning, Inc.’s Atlantic Union Bankshares AUB Stock Holding History

BFC Planning, Inc.’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 		$10.1K Buy
238
+33
+16% +$1.26K ﹤0.01% 2367
2026
Q1 		$7.31K Buy
205
+1
+0.5% +$38 ﹤0.01% 2156
2025
Q4 		$7.2K Hold
204
– – ﹤0.01% 2200
2025
Q3 		$7.2K Hold
204
– – ﹤0.01% 2064
2025
Q2 		$6.38K Buy
204
+89
+77% +$2.57K ﹤0.01% 1970
2025
Q1 		$3.58K Buy
115
+40
+53% +$1.42K ﹤0.01% 2139
2024
Q4 		$2.84K Buy
+75
New +$2.97K ﹤0.01% 2196

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 $551B AUM 33.95% 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 $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
North Reef Capital Management
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 30.39% 1-Year Est. Return

BFC Planning, Inc.'s AUB Position: Q2 2026 in Review

BFC Planning, Inc. increased its Atlantic Union Bankshares (AUB) stake by 16% in Q2 2026, buying an estimated $1.26K and bringing the position to 238 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

BFC Planning, Inc. first reported a position in AUB in Q4 2024 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • BFC Planning, Inc. held 238 shares of Atlantic Union Bankshares worth $10.1K as of Q2 2026.
  • BFC Planning, Inc. bought 33 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.26K.
  • Atlantic Union Bankshares made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2367 holding.
  • BFC Planning, Inc. first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 457 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.