Lazard Asset Management
AUB icon

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
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
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