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MAI Capital Management’s Atlantic Union Bankshares AUB Stock Holding History

MAI Capital 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
Q2 		$1.72M Sell
40,628
-2,089
-5% -$79.7K 0.01% 753
2026
Q1 		$1.53M Sell
42,717
-3,382
-7% -$127K 0.01% 653
2025
Q4 		$1.63M Buy
46,099
+9,341
+25% +$321K 0.01% 621
2025
Q3 		$1.3M Buy
36,758
+30,844
+522% +$1.05M 0.01% 634
2025
Q2 		$185K Buy
5,914
+4,941
+508% +$143K ﹤0.01% 1216
2025
Q1 		$30.3K Buy
973
+4
+0.4% +$142 ﹤0.01% 1992
2024
Q4 		$36.7K Buy
+969
New +$38.4K ﹤0.01% 1921

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

MAI Capital Management's AUB Position: Q2 2026 in Review

MAI Capital Management reduced its Atlantic Union Bankshares (AUB) stake by 4.9% in Q2 2026, selling an estimated $79.7K and leaving 40,628 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #753.

MAI Capital Management first reported a position in AUB in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • MAI Capital Management held 40,628 shares of Atlantic Union Bankshares worth $1.72M as of Q2 2026.
  • MAI Capital Management sold 2,089 Atlantic Union Bankshares shares in Q2 2026, an estimated $79.7K.
  • Atlantic Union Bankshares made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #753 holding.
  • MAI Capital Management first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.