HB Wealth Management
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HB Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

HB Wealth 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 		$283K Sell
6,685
-4,432
-40% -$169K ﹤0.01% 1403
2026
Q1 		$397K Sell
11,117
-3,271
-23% -$123K ﹤0.01% 1082
2025
Q4 		$508K Buy
14,388
+143
+1% +$4.91K ﹤0.01% 897
2025
Q3 		$503K Buy
+14,245
New +$484K ﹤0.01% 851
2025
Q2 		– Sell
-13,206
Closed -$411K – 1175
2025
Q1 		$411K Buy
+13,206
New +$469K ﹤0.01% 831

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 $3.38T 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 $1.88T 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HB Wealth Management's AUB Position: Q2 2026 in Review

HB Wealth Management reduced its Atlantic Union Bankshares (AUB) stake by 40% in Q2 2026, selling an estimated $169K and leaving 6,685 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

HB Wealth Management first reported a position in AUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $508K in Q4 2025. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • HB Wealth Management held 6,685 shares of Atlantic Union Bankshares worth $283K as of Q2 2026.
  • HB Wealth Management sold 4,432 Atlantic Union Bankshares shares in Q2 2026, an estimated $169K.
  • Atlantic Union Bankshares made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1403 holding.
  • HB Wealth Management first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Atlantic Union Bankshares position peaked at $508K in Q4 2025.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.