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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Retirement Partners's AUB Position: Q4 2025 in Review

Global Retirement Partners increased its Atlantic Union Bankshares (AUB) stake by 87% in Q4 2025, buying an estimated $128K and bringing the position to 7,985 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #1270.

Global Retirement Partners first reported a position in AUB in Q3 2020 and has held it in 19 quarters since. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

  • Global Retirement Partners held 7,985 shares of Atlantic Union Bankshares worth $282K as of Q4 2025.
  • Global Retirement Partners bought 3,716 Atlantic Union Bankshares shares in Q4 2025, an estimated $128K.
  • Atlantic Union Bankshares made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1270 holding.
  • Global Retirement Partners first reported a position in Atlantic Union Bankshares in Q3 2020 and has held it in 19 quarters since.
  • 412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.