JFS Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

JFS Wealth Advisors’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	$3.38K	Buy	80 +37	+86%	+$1.41K	﹤0.01%	1439
2026 Q1	$1.54K	Sell	43 -24	-36%	-$904	﹤0.01%	1581
2025 Q4	$2.37K	Buy	67 +27	+68%	+$928	﹤0.01%	1493
2025 Q3	$1.41K	Sell	40 -1	-2%	-$34	﹤0.01%	1525
2025 Q2	$1.28K	Sell	41 -24	-37%	-$693	﹤0.01%	1512
2025 Q1	$2.02K	Hold	65	–	–	﹤0.01%	1461
2024 Q4	$2.46K	Hold	65	–	–	﹤0.01%	1391
2024 Q3	$2.45K	Buy	65 +2	+3%	+$75	﹤0.01%	1400
2024 Q2	$2.07K	Hold	63	–	–	﹤0.01%	1417
2024 Q1	$2.23K	Hold	63	–	–	﹤0.01%	1403
2023 Q4	$2.3K	Buy	63 +42	+200%	+$1.32K	﹤0.01%	1366
2023 Q3	$605	Sell	21 -24	-53%	-$713	﹤0.01%	1712
2023 Q2	$1.17K	Sell	45 -11	-20%	-$310	﹤0.01%	1558
2023 Q1	$1.96K	Buy	56 +3	+6%	+$111	﹤0.01%	1374
2022 Q4	$1.86K	Sell	53 -3	-5%	-$103	﹤0.01%	1399
2022 Q3	$2K	Sell	56 -22	-28%	-$741	﹤0.01%	1277
2022 Q2	$3K	Buy	78 +26	+50%	+$900	﹤0.01%	1147
2022 Q1	$2K	Buy	52 +30	+136%	+$1.2K	﹤0.01%	1368
2021 Q4	$1K	Buy	+22	New	+$800	﹤0.01%	1250

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

JFS Wealth Advisors's AUB Position: Q2 2026 in Review

JFS Wealth Advisors increased its Atlantic Union Bankshares (AUB) stake by 86% in Q2 2026, buying an estimated $1.41K and bringing the position to 80 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

JFS Wealth Advisors first reported a position in AUB in Q4 2021 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

JFS Wealth Advisors held 80 shares of Atlantic Union Bankshares worth $3.38K as of Q2 2026.
JFS Wealth Advisors bought 37 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.41K.
Atlantic Union Bankshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1439 holding.
JFS Wealth Advisors first reported a position in Atlantic Union Bankshares in Q4 2021 and has held it in 19 quarters since.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.