Johnson Financial Group Inc (Wisconsin)’s Atlantic Union Bankshares AUB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-2,185	Closed	-$77.1K	–	938
2025 Q3	$77.1K	Buy	+2,185	New	+$74.3K	﹤0.01%	498
2024 Q3	–	Sell	-25	Closed	-$822	–	926
2024 Q2	$822	Buy	+25	New	+$815	﹤0.01%	765
2022 Q1	–	Sell	-19	Closed	-$1K	–	673
2021 Q4	$1K	Sell	19 -19	-50%	-$690	﹤0.01%	700
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	666
2021 Q2	$1K	Buy	+38	New	+$1.49K	﹤0.01%	682

Other funds holding AUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AUB Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Atlantic Union Bankshares (AUB) in Q4 2025, closing a stake of 2,185 shares — an estimated $77.1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AUB in Q2 2021 and held it in 5 quarters. The position peaked at $77.1K in Q3 2025. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Atlantic Union Bankshares position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 2,185 Atlantic Union Bankshares shares in Q4 2025, an estimated $77.1K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Atlantic Union Bankshares in Q2 2021 and held it in 5 quarters.
Johnson Financial Group Inc (Wisconsin)'s Atlantic Union Bankshares position peaked at $77.1K in Q3 2025.
412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.