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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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jefferies Financial Group's AUB Position: Q1 2026 in Review

Jefferies Financial Group sold out of Atlantic Union Bankshares (AUB) in Q1 2026, closing a stake of 189,970 shares — an estimated $6.71M sold.

Jefferies Financial Group first reported a position in AUB in Q4 2025 and held it in 1 quarter. The position peaked at $6.71M in Q4 2025. 434 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Jefferies Financial Group reported no remaining Atlantic Union Bankshares position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 189,970 Atlantic Union Bankshares shares in Q1 2026, an estimated $6.71M.
  • Jefferies Financial Group first reported a position in Atlantic Union Bankshares in Q4 2025 and held it in 1 quarter.
  • Jefferies Financial Group's Atlantic Union Bankshares position peaked at $6.71M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.