Loring Wolcott & Coolidge Fiduciary Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$274K	Hold	6,473	–	–	﹤0.01%	292
2026 Q1	$246K	Hold	6,473	–	–	﹤0.01%	300
2025 Q4	$255K	Hold	6,473	–	–	﹤0.01%	290
2025 Q3	$213K	Hold	6,473	–	–	﹤0.01%	308
2025 Q2	$202K	Hold	6,473	–	–	﹤0.01%	277
2025 Q1	$171K	Hold	6,473	–	–	﹤0.01%	283
2024 Q4	$244K	Hold	6,473	–	–	﹤0.01%	264
2024 Q3	$240K	Hold	6,473	–	–	﹤0.01%	265
2024 Q2	$249K	Hold	6,473	–	–	﹤0.01%	255
2024 Q1	$217K	Hold	6,473	–	–	﹤0.01%	267
2023 Q4	$221K	Hold	6,473	–	–	﹤0.01%	270
2023 Q3	$198K	Hold	6,473	–	–	﹤0.01%	288
2023 Q2	$168K	Hold	6,473	–	–	﹤0.01%	308
2023 Q1	$227K	Hold	6,473	–	–	﹤0.01%	270
2022 Q4	$227K	Hold	6,473	–	–	﹤0.01%	269
2022 Q3	$197K	Hold	6,473	–	–	﹤0.01%	284
2022 Q2	$220K	Hold	6,473	–	–	﹤0.01%	276
2022 Q1	$237K	Hold	6,473	–	–	﹤0.01%	286
2021 Q4	$241K	Hold	6,473	–	–	﹤0.01%	293
2021 Q3	$239K	Hold	6,473	–	–	﹤0.01%	288
2021 Q2	$234K	Hold	6,473	–	–	﹤0.01%	298
2021 Q1	$248K	Hold	6,473	–	–	﹤0.01%	271
2020 Q4	$213K	Hold	6,473	–	–	﹤0.01%	272
2020 Q3	$138K	Hold	6,473	–	–	﹤0.01%	290
2020 Q2	$150K	Hold	6,473	–	–	﹤0.01%	269
2020 Q1	$142K	Hold	6,473	–	–	﹤0.01%	265
2019 Q4	$243K	Hold	6,473	–	–	﹤0.01%	254
2019 Q3	$241K	Hold	6,473	–	–	﹤0.01%	246
2019 Q2	$229K	Hold	6,473	–	–	﹤0.01%	252
2019 Q1	$209K	Buy	+6,473	New	+$216K	﹤0.01%	254

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AUB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 6,473 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AUB in Q1 2019 and has held it in 30 quarters since. 204 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 6,473 shares of Atlantic Union Bankshares worth $274K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #292 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 30 quarters since.
204 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.