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HFM Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History

HFM Investment Advisors’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 		$635 Buy
15
+7
+88% +$267 ﹤0.01% 904
2026
Q1 		$286 Hold
8
– – ﹤0.01% 879
2025
Q4 		$283 Buy
8
+2
+33% +$69 ﹤0.01% 915
2025
Q3 		$212 Buy
6
+3
+100% +$102 ﹤0.01% 984
2025
Q2 		$94 Buy
3
+1
+50% +$29 ﹤0.01% 1163
2025
Q1 		$63 Buy
+2
New +$71 ﹤0.01% 989

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

HFM Investment Advisors's AUB Position: Q2 2026 in Review

HFM Investment Advisors increased its Atlantic Union Bankshares (AUB) stake by 88% in Q2 2026, buying an estimated $267 and bringing the position to 15 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #904.

HFM Investment Advisors first reported a position in AUB in Q1 2025 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • HFM Investment Advisors held 15 shares of Atlantic Union Bankshares worth $635 as of Q2 2026.
  • HFM Investment Advisors bought 7 Atlantic Union Bankshares shares in Q2 2026, an estimated $267.
  • Atlantic Union Bankshares made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #904 holding.
  • HFM Investment Advisors first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.