Lazard Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Lazard Asset Management’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	$2.63M	Sell	62,240 -44,682	-42%	-$1.71M	﹤0.01%	856
2026 Q1	$3.82M	Sell	106,922 -29,794	-22%	-$1.12M	0.01%	647
2025 Q4	$4.83M	Buy	136,716 +24,784	+22%	+$852K	0.01%	562
2025 Q3	$3.95M	Buy	+111,932	New	+$3.81M	0.01%	643
2024 Q1	–	Sell	-10,579	Closed	-$386K	–	2048
2023 Q4	$386K	Sell	10,579 -15,617	-60%	-$491K	﹤0.01%	1181
2023 Q3	$753K	Buy	+26,196	New	+$779K	﹤0.01%	1040
2022 Q2	–	Sell	-1,640	Closed	-$60K	–	2377
2022 Q1	$60K	Sell	1,640 -758	-32%	-$30.3K	﹤0.01%	1646
2021 Q4	$89K	Buy	2,398 +471	+24%	+$17.1K	﹤0.01%	1484
2021 Q3	$71K	Buy	1,927 +977	+103%	+$35.2K	﹤0.01%	1526
2021 Q2	$34K	Hold	950	–	–	﹤0.01%	1733
2021 Q1	$36K	Buy	+950	New	+$35K	﹤0.01%	1580

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

Lazard Asset Management's AUB Position: Q2 2026 in Review

Lazard Asset Management reduced its Atlantic Union Bankshares (AUB) stake by 42% in Q2 2026, selling an estimated $1.71M and leaving 62,240 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Lazard Asset Management first reported a position in AUB in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.83M in Q4 2025. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Lazard Asset Management held 62,240 shares of Atlantic Union Bankshares worth $2.63M as of Q2 2026.
Lazard Asset Management sold 44,682 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.71M.
Atlantic Union Bankshares made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #856 holding.
Lazard Asset Management first reported a position in Atlantic Union Bankshares in Q1 2021 and has held it in 11 quarters since.
Lazard Asset Management's Atlantic Union Bankshares position peaked at $4.83M in Q4 2025.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.