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HighPoint Advisor Group’s Atlantic Union Bankshares AUB Stock Holding History

HighPoint Advisor Group’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 		– Sell
-7,602
Closed -$268K – 678
2025
Q4 		$268K Sell
7,602
-269
-3% -$9.24K 0.01% 899
2025
Q3 		$278K Buy
7,871
+523
+7% +$17.8K 0.01% 557
2025
Q2 		$230K Buy
7,348
+123
+2% +$3.55K 0.01% 606
2025
Q1 		$201K Buy
7,225
+933
+15% +$33.1K 0.01% 623
2024
Q4 		$244K Buy
6,292
+312
+5% +$12.4K 0.01% 588
2024
Q3 		$225K Buy
+5,980
New +$225K 0.01% 581
2018
Q4 		– Sell
-156
Closed -$171K – 326
2018
Q3 		$171K Buy
+156
New +$6.36K 0.05% 330

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

HighPoint Advisor Group's AUB Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Atlantic Union Bankshares (AUB) in Q1 2026, closing a stake of 7,602 shares — an estimated $268K sold.

HighPoint Advisor Group first reported a position in AUB in Q3 2018 and held it in 7 quarters. The position peaked at $278K in Q3 2025. 435 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Atlantic Union Bankshares position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 7,602 Atlantic Union Bankshares shares in Q1 2026, an estimated $268K.
  • HighPoint Advisor Group first reported a position in Atlantic Union Bankshares in Q3 2018 and held it in 7 quarters.
  • HighPoint Advisor Group's Atlantic Union Bankshares position peaked at $278K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.