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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
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

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VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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