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	$326K	Buy	7,700 +500	+7%	+$19.1K	﹤0.01%	10861
2026 Q1	$257K	Buy	+7,200	New	+$271K	﹤0.01%	11206
2025 Q4	–	Sell	-5,700	Closed	-$201K	–	12301
2025 Q3	$201K	Sell	5,700 -16,200	-74%	-$551K	﹤0.01%	10978
2025 Q2	$685K	Buy	21,900 +6,700	+44%	+$193K	﹤0.01%	8418
2025 Q1	$473K	Buy	+15,200	New	+$540K	﹤0.01%	9012
2021 Q2	–	Sell	-5,600	Closed	-$215K	–	12527
2021 Q1	$215K	Sell	5,600 -2,800	-33%	-$103K	﹤0.01%	11294
2020 Q4	$277K	Sell	8,400 -10,200	-55%	-$293K	﹤0.01%	9420
2020 Q3	$397K	Buy	18,600 +3,400	+22%	+$77.3K	﹤0.01%	8144
2020 Q2	$352K	Buy	+15,200	New	+$342K	﹤0.01%	8063

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

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.