Jain Global’s Atlantic Union Bankshares AUB Stock Holding History

Jain Global’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	$5.31M	Buy	125,606 +35,794	+40%	+$1.37M	0.02%	554
2026 Q1	$3.21M	Buy	+89,812	New	+$3.38M	0.01%	581
2025 Q3	–	Sell	-43,028	Closed	-$1.35M	–	1024
2025 Q2	$1.35M	Buy	+43,028	New	+$1.24M	0.01%	582
2025 Q1	–	Sell	-142,800	Closed	-$5.41M	–	1070
2024 Q4	$5.41M	Buy	+142,800	New	+$5.66M	0.16%	118

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jain Global's AUB Position: Q2 2026 in Review

Jain Global increased its Atlantic Union Bankshares (AUB) stake by 40% in Q2 2026, buying an estimated $1.37M and bringing the position to 125,606 shares worth $5.31M. The position accounts for 0.02% of the portfolio, ranked #554.

Jain Global first reported a position in AUB in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.41M in Q4 2024. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Jain Global held 125,606 shares of Atlantic Union Bankshares worth $5.31M as of Q2 2026.
Jain Global bought 35,794 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.37M.
Atlantic Union Bankshares made up 0.02% of Jain Global's portfolio in Q2 2026, its #554 holding.
Jain Global first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 4 quarters since.
Jain Global's Atlantic Union Bankshares position peaked at $5.41M in Q4 2024.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.