LRI Investments’s Atlantic Union Bankshares AUB Stock Holding History

LRI Investments’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	$296	Buy	+7	New	+$267	﹤0.01%	1649

Other funds holding AUB

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

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

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

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

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's AUB Position: Q2 2026 in Review

LRI Investments opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 7 shares worth $296. The stake represents ﹤0.01% of the portfolio and ranks #1649 among its holdings.

140 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

LRI Investments held 7 shares of Atlantic Union Bankshares worth $296 as of Q2 2026.
Atlantic Union Bankshares was a new LRI Investments position in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1649 holding.
140 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.