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Legacy Capital Wealth Partners’s Atlantic Union Bankshares AUB Stock Holding History

Legacy Capital Wealth Partners’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 		$223K Buy
+5,269
New +$201K 0.04% 348
2026
Q1 		– Sell
-5,879
Closed -$208K – 387
2025
Q4 		$208K Sell
5,879
-346
-6% -$11.9K 0.04% 360
2025
Q3 		$220K Buy
+6,225
New +$212K 0.05% 353

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

Legacy Capital Wealth Partners's AUB Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 5,269 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #348 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in AUB as recently as Q4 2025.

Legacy Capital Wealth Partners first reported a position in AUB in Q3 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Legacy Capital Wealth Partners held 5,269 shares of Atlantic Union Bankshares worth $223K as of Q2 2026.
  • Atlantic Union Bankshares was a new Legacy Capital Wealth Partners position in Q2 2026.
  • Atlantic Union Bankshares made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #348 holding.
  • Legacy Capital Wealth Partners first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.