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Horizon Investments’s Atlantic Union Bankshares AUB Stock Holding History

Horizon Investments’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 		$118K Buy
2,812
+437
+18% +$16.7K ﹤0.01% 1095
2026
Q1 		$84.9K Buy
+2,375
New +$89.4K ﹤0.01% 1092

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

Horizon Investments's AUB Position: Q2 2026 in Review

Horizon Investments increased its Atlantic Union Bankshares (AUB) stake by 18% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,812 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Horizon Investments first reported a position in AUB in Q1 2026 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Horizon Investments held 2,812 shares of Atlantic Union Bankshares worth $118K as of Q2 2026.
  • Horizon Investments bought 437 Atlantic Union Bankshares shares in Q2 2026, an estimated $16.7K.
  • Atlantic Union Bankshares made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1095 holding.
  • Horizon Investments first reported a position in Atlantic Union Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.