LPL Financial
AUB icon

LPL Financial’s Atlantic Union Bankshares AUB Stock Holding History

LPL Financial’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 		$4.58M Sell
108,199
-37,274
-26% -$1.42M ﹤0.01% 2886
2026
Q1 		$5.2M Buy
145,473
+6,349
+5% +$239K ﹤0.01% 2586
2025
Q4 		$4.91M Buy
139,124
+26,079
+23% +$896K ﹤0.01% 2550
2025
Q3 		$3.99M Buy
113,045
+3,693
+3% +$126K ﹤0.01% 2672
2025
Q2 		$3.42M Buy
109,352
+17,338
+19% +$500K ﹤0.01% 2623
2025
Q1 		$2.87M Buy
92,014
+5,155
+6% +$183K ﹤0.01% 2614
2024
Q4 		$3.29M Buy
86,859
+9,454
+12% +$375K ﹤0.01% 2421
2024
Q3 		$2.92M Buy
77,405
+2,020
+3% +$76K ﹤0.01% 2392
2024
Q2 		$2.48M Buy
75,385
+50,128
+198% +$1.63M ﹤0.01% 2421
2024
Q1 		$892K Sell
25,257
-19,418
-43% -$667K ﹤0.01% 3295
2023
Q4 		$1.63M Buy
44,675
+3,442
+8% +$108K ﹤0.01% 2609
2023
Q3 		$1.19M Buy
41,233
+16,174
+65% +$481K ﹤0.01% 2751
2023
Q2 		$650K Buy
25,059
+5,978
+31% +$169K ﹤0.01% 3220
2023
Q1 		$669K Sell
19,081
-242
-1% -$8.95K ﹤0.01% 3108
2022
Q4 		$679K Buy
19,323
+627
+3% +$21.4K ﹤0.01% 2984
2022
Q3 		$568K Buy
18,696
+870
+5% +$29.3K ﹤0.01% 3037
2022
Q2 		$605K Sell
17,826
-819
-4% -$28.3K ﹤0.01% 3043
2022
Q1 		$684K Buy
18,645
+742
+4% +$29.6K ﹤0.01% 2932
2021
Q4 		$668K Buy
17,903
+3,867
+28% +$141K ﹤0.01% 3025
2021
Q3 		$517K Buy
14,036
+3,529
+34% +$127K ﹤0.01% 3186
2021
Q2 		$381K Sell
10,507
-1,351
-11% -$53K ﹤0.01% 3391
2021
Q1 		$455K Buy
11,858
+66
+0.6% +$2.44K ﹤0.01% 3101
2020
Q4 		$388K Buy
+11,792
New +$339K ﹤0.01% 2977
2018
Q4 		– Sell
-22,025
Closed -$849K – 3078
2018
Q3 		$849K Sell
22,025
-169
-0.8% -$6.89K ﹤0.01% 1808
2018
Q2 		$863K Sell
22,194
-63
-0.3% -$2.48K ﹤0.01% 1721
2018
Q1 		$817K Buy
+22,257
New +$841K ﹤0.01% 1759

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

LPL Financial's AUB Position: Q2 2026 in Review

LPL Financial reduced its Atlantic Union Bankshares (AUB) stake by 26% in Q2 2026, selling an estimated $1.42M and leaving 108,199 shares worth $4.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

LPL Financial first reported a position in AUB in Q1 2018 and has held it in 26 quarters since. The position peaked at $5.2M in Q1 2026. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • LPL Financial held 108,199 shares of Atlantic Union Bankshares worth $4.58M as of Q2 2026.
  • LPL Financial sold 37,274 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.42M.
  • Atlantic Union Bankshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2886 holding.
  • LPL Financial first reported a position in Atlantic Union Bankshares in Q1 2018 and has held it in 26 quarters since.
  • LPL Financial's Atlantic Union Bankshares position peaked at $5.2M in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.