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Jeff Yass’s Atlantic Union Bankshares AUB Stock Holding History

Jeff Yass’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 		$1.27M Buy
30,100
+23,500
+356% +$897K ﹤0.01% 7564
2026
Q1 		$236K Buy
+6,600
New +$249K ﹤0.01% 11383
2025
Q1 		– Sell
-7,500
Closed -$284K – 12436
2024
Q4 		$284K Sell
7,500
-700
-9% -$27.7K ﹤0.01% 9949
2024
Q3 		$309K Buy
+8,200
New +$309K ﹤0.01% 9538
2023
Q4 		– Sell
-51,700
Closed -$1.49M – 12314
2023
Q3 		$1.49M Buy
+51,700
New +$1.54M ﹤0.01% 5757
2021
Q3 		– Sell
-9,400
Closed -$340K – 12712
2021
Q2 		$340K Sell
9,400
-2,200
-19% -$86.3K ﹤0.01% 10494
2021
Q1 		$445K Buy
11,600
+4,500
+63% +$166K ﹤0.01% 9747
2020
Q4 		$234K Sell
7,100
-6,000
-46% -$172K ﹤0.01% 9778
2020
Q3 		$280K Buy
13,100
+1,700
+15% +$38.7K ﹤0.01% 8851
2020
Q2 		$264K Buy
11,400
+1,600
+16% +$36K ﹤0.01% 8576
2020
Q1 		$215K Buy
+9,800
New +$304K ﹤0.01% 8561
2018
Q1 		– Sell
-6,600
Closed -$239K – 9284
2017
Q4 		$239K Buy
+6,600
New +$235K ﹤0.01% 7951
2017
Q3 		– Sell
-6,800
Closed -$231K – 8783
2017
Q2 		$231K Sell
6,800
-4,300
-39% -$147K ﹤0.01% 8043
2017
Q1 		$390K Buy
+11,100
New +$398K ﹤0.01% 6939

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

Jeff Yass's AUB Position: Q2 2026 in Review

Jeff Yass reduced its Atlantic Union Bankshares (AUB) stake by 87% in Q2 2026, selling an estimated $3.7M and leaving 15,108 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #9342.

Jeff Yass first reported a position in AUB in Q4 2013 and has held it in 44 quarters since. The position peaked at $8.47M in Q2 2025. 450 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Jeff Yass held 15,108 shares of Atlantic Union Bankshares worth $639K as of Q2 2026.
  • Jeff Yass sold 96,890 Atlantic Union Bankshares shares in Q2 2026, an estimated $3.7M.
  • Atlantic Union Bankshares made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9342 holding.
  • Jeff Yass first reported a position in Atlantic Union Bankshares in Q4 2013 and has held it in 44 quarters since.
  • Jeff Yass's Atlantic Union Bankshares position peaked at $8.47M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.