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Jefferies Financial Group’s Atlantic Union Bankshares AUB Stock Holding History

Jefferies Financial Group’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
2025
Q3 		– Sell
-20,000
Closed -$626K – 1451
2025
Q2 		$626K Hold
20,000
– – 0.01% 852
2025
Q1 		$623K Hold
20,000
– – 0.01% 984
2024
Q4 		$758K Buy
+20,000
New +$793K ﹤0.01% 980

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's AUB Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 8,350 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in AUB as recently as Q4 2025.

Jefferies Financial Group first reported a position in AUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.71M in Q4 2025. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Jefferies Financial Group held 8,350 shares of Atlantic Union Bankshares worth $353K as of Q2 2026.
  • Atlantic Union Bankshares was a new Jefferies Financial Group position in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1337 holding.
  • Jefferies Financial Group first reported a position in Atlantic Union Bankshares in Q4 2025 and has held it in 2 quarters since.
  • Jefferies Financial Group's Atlantic Union Bankshares position peaked at $6.71M in Q4 2025.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.