IWC
AUB icon

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
Q2 		$406K Sell
9,598
-62
-0.6% -$2.37K ﹤0.01% 1794
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 $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

Integrated Wealth Concepts's AUB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Atlantic Union Bankshares (AUB) stake by 0.64% in Q2 2026, selling an estimated $2.37K and leaving 9,598 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Integrated Wealth Concepts first reported a position in AUB in Q2 2021 and has held it in 21 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Integrated Wealth Concepts held 9,598 shares of Atlantic Union Bankshares worth $406K as of Q2 2026.
  • Integrated Wealth Concepts sold 62 Atlantic Union Bankshares shares in Q2 2026, an estimated $2.37K.
  • Atlantic Union Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1794 holding.
  • Integrated Wealth Concepts first reported a position in Atlantic Union Bankshares in Q2 2021 and has held it in 21 quarters since.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.