IIC
AUB icon

Integrated Investment Consultants’s Atlantic Union Bankshares AUB Stock Holding History

Integrated Investment Consultants’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 		$316K Sell
7,474
-31
-0.4% -$1.18K 0.06% 196
2026
Q1 		$268K Sell
7,505
-92
-1% -$3.46K 0.06% 211
2025
Q4 		$268K Buy
7,597
+2
+0% +$69 0.05% 219
2025
Q3 		$268K Hold
7,595
– – 0.05% 266
2025
Q2 		$238K Buy
+7,595
New +$219K 0.05% 284

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

Integrated Investment Consultants's AUB Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Atlantic Union Bankshares (AUB) stake by 0.41% in Q2 2026, selling an estimated $1.18K and leaving 7,474 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #196.

Integrated Investment Consultants first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Integrated Investment Consultants held 7,474 shares of Atlantic Union Bankshares worth $316K as of Q2 2026.
  • Integrated Investment Consultants sold 31 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.18K.
  • Atlantic Union Bankshares made up 0.06% of Integrated Investment Consultants's portfolio in Q2 2026, its #196 holding.
  • Integrated Investment Consultants first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.