LFG
AUB icon

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

Larson 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
2026
Q2 		$5.88K Buy
139
+72
+107% +$2.75K ﹤0.01% 2696
2026
Q1 		$2.4K Hold
67
– – ﹤0.01% 2904
2025
Q4 		$2.37K Hold
67
– – ﹤0.01% 2728
2025
Q3 		$2.36K Buy
67
+29
+76% +$986 ﹤0.01% 2639
2025
Q2 		$1.19K Buy
38
+27
+245% +$779 ﹤0.01% 2593
2025
Q1 		$343 Hold
11
– – ﹤0.01% 2666
2024
Q4 		$417 Hold
11
– – ﹤0.01% 2252
2024
Q3 		$414 Hold
11
– – ﹤0.01% 2177
2024
Q2 		$361 Buy
+11
New +$359 ﹤0.01% 1917

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 $3.37T AUM 44.26% 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

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

Larson Financial Group increased its Atlantic Union Bankshares (AUB) stake by 107% in Q2 2026, buying an estimated $2.75K and bringing the position to 139 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Larson Financial Group first reported a position in AUB in Q2 2024 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Larson Financial Group held 139 shares of Atlantic Union Bankshares worth $5.88K as of Q2 2026.
  • Larson Financial Group bought 72 Atlantic Union Bankshares shares in Q2 2026, an estimated $2.75K.
  • Atlantic Union Bankshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2696 holding.
  • Larson Financial Group first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.