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Global Retirement Partners’s Atlantic Union Bankshares AUB Stock Holding History

Global Retirement 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 		$206K Buy
+4,876
New +$186K ﹤0.01% 1567
2025
Q4 		$282K Buy
7,985
+3,716
+87% +$128K 0.01% 1270
2025
Q3 		$151K Buy
4,269
+50
+1% +$1.7K ﹤0.01% 1320
2025
Q2 		$132K Buy
+4,219
New +$122K ﹤0.01% 1291
2024
Q4 		$247K Sell
6,524
-33
-0.5% -$1.31K 0.01% 865
2024
Q3 		$247K Buy
6,557
+6,006
+1,090% +$226K 0.01% 841
2024
Q2 		$18.1K Buy
551
+542
+6,022% +$17.7K ﹤0.01% 2040
2024
Q1 		$318 Hold
9
– – ﹤0.01% 3211
2023
Q4 		$310 Hold
9
– – ﹤0.01% 3174
2023
Q3 		$257 Buy
+9
New +$268 ﹤0.01% 3086
2023
Q2 		– Sell
-160
Closed -$4.04K – 3198
2023
Q1 		$4.04K Buy
160
+1
+0.6% +$37 ﹤0.01% 2246
2022
Q4 		$5.57K Sell
159
-1,241
-89% -$42.4K ﹤0.01% 1993
2022
Q3 		$48K Buy
1,400
+1,244
+797% +$41.9K ﹤0.01% 1022
2022
Q2 		$5K Buy
156
+1
+0.6% +$35 ﹤0.01% 1857
2022
Q1 		$5K Buy
+155
New +$6.19K ﹤0.01% 1861
2021
Q4 		– Sell
-152
Closed -$6K – 351
2021
Q3 		$6K Buy
152
+1
+0.7% +$36 ﹤0.01% 1546
2021
Q2 		$5K Buy
151
+1
+0.7% +$39 ﹤0.01% 1548
2021
Q1 		$6K Buy
150
+1
+0.7% +$37 ﹤0.01% 1412
2020
Q4 		$5K Buy
149
+1
+0.7% +$29 ﹤0.01% 1429
2020
Q3 		$3K Buy
+148
New +$3.37K ﹤0.01% 1404

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

Global Retirement Partners's AUB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 4,876 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AUB as recently as Q4 2025.

Global Retirement Partners first reported a position in AUB in Q3 2020 and has held it in 20 quarters since. The position peaked at $282K in Q4 2025. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Global Retirement Partners held 4,876 shares of Atlantic Union Bankshares worth $206K as of Q2 2026.
  • Atlantic Union Bankshares was a new Global Retirement Partners position in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1567 holding.
  • Global Retirement Partners first reported a position in Atlantic Union Bankshares in Q3 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Atlantic Union Bankshares position peaked at $282K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.