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Integrated Wealth Concepts’s Atlantic Union Bankshares AUB Stock Holding History

Integrated Wealth Concepts’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 		$345K Buy
9,660
+1,422
+17% +$53.5K ﹤0.01% 1771
2025
Q4 		$291K Buy
8,238
+601
+8% +$20.7K ﹤0.01% 1339
2025
Q3 		$270K Buy
7,637
+152
+2% +$5.17K ﹤0.01% 1689
2025
Q2 		$234K Sell
7,485
-1,064
-12% -$30.7K ﹤0.01% 1683
2025
Q1 		$266K Buy
8,549
+36
+0.4% +$1.28K ﹤0.01% 1471
2024
Q4 		$322K Sell
8,513
-308
-3% -$12.2K ﹤0.01% 1328
2024
Q3 		$332K Hold
8,821
– – ﹤0.01% 1270
2024
Q2 		$290K Hold
8,821
– – ﹤0.01% 1337
2024
Q1 		$311K Hold
8,821
– – ﹤0.01% 1305
2023
Q4 		$322K Hold
8,821
– – 0.01% 1227
2023
Q3 		$254K Hold
8,821
– – ﹤0.01% 1311
2023
Q2 		$229K Sell
8,821
-18
-0.2% -$508 ﹤0.01% 1353
2023
Q1 		$310K Sell
8,839
-180
-2% -$6.66K 0.01% 1037
2022
Q4 		$317K Sell
9,019
-4
-0% -$137 0.01% 800
2022
Q3 		$274K Buy
9,023
+7
+0.1% +$236 0.01% 761
2022
Q2 		$306K Buy
9,016
+2,924
+48% +$101K 0.01% 756
2022
Q1 		$223K Buy
6,092
+2
+0% +$80 0.01% 839
2021
Q4 		$227K Buy
6,090
+1
+0% +$36 0.01% 885
2021
Q3 		$224K Buy
6,089
+186
+3% +$6.7K 0.01% 844
2021
Q2 		$214K Buy
+5,903
New +$232K 0.01% 755

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Integrated Wealth Concepts's AUB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Atlantic Union Bankshares (AUB) stake by 17% in Q1 2026, buying an estimated $53.5K and bringing the position to 9,660 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Integrated Wealth Concepts first reported a position in AUB in Q2 2021 and has held it in 20 quarters since. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Integrated Wealth Concepts held 9,660 shares of Atlantic Union Bankshares worth $345K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,422 Atlantic Union Bankshares shares in Q1 2026, an estimated $53.5K.
  • Atlantic Union Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1771 holding.
  • Integrated Wealth Concepts first reported a position in Atlantic Union Bankshares in Q2 2021 and has held it in 20 quarters since.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.