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

Maltese 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
2025 Q4	–	Sell	-92,000	Closed	-$3.25M	–	109
2025 Q3	$3.25M	Sell	92,000 -25,500	-22%	-$867K	0.49%	69
2025 Q2	$3.68M	Buy	+117,500	New	+$3.39M	0.52%	66
2019 Q3	–	Sell	-17,101	Closed	-$604K	–	178
2019 Q2	$604K	Hold	17,101	–	–	0.05%	179
2019 Q1	$553K	Sell	17,101 -72,925	-81%	-$2.43M	0.04%	183
2018 Q4	$2.54M	Buy	90,026 +26	+0%	+$875	0.21%	124
2018 Q3	$3.47M	Hold	90,000	–	–	0.24%	126
2018 Q2	$3.5M	Hold	90,000	–	–	0.23%	127
2018 Q1	$3.3M	Buy	+90,000	New	+$3.4M	0.23%	130
2017 Q4	–	Sell	-10,000	Closed	-$353K	–	196
2017 Q3	$353K	Hold	10,000	–	–	0.03%	190
2017 Q2	$339K	Buy	+10,000	New	+$341K	0.03%	173
2015 Q3	–	Sell	-30,000	Closed	-$697K	–	215
2015 Q2	$697K	Sell	30,000 -30,000	-50%	-$668K	0.08%	180
2015 Q1	$1.33M	Sell	60,000 -11,700	-16%	-$260K	0.16%	158
2014 Q4	$1.73M	Sell	71,700 -37,600	-34%	-$871K	0.2%	147
2014 Q3	$2.52M	Buy	+109,300	New	+$2.64M	0.3%	118

Other funds holding AUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Maltese Capital Management's AUB Position: Q4 2025 in Review

Maltese Capital Management sold out of Atlantic Union Bankshares (AUB) in Q4 2025, closing a stake of 92,000 shares — an estimated $3.25M sold.

Maltese Capital Management first reported a position in AUB in Q3 2014 and held it in 14 quarters. The position peaked at $3.68M in Q2 2025. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

Maltese Capital Management reported no remaining Atlantic Union Bankshares position as of Q4 2025 after selling out during the quarter.
Maltese Capital Management sold 92,000 Atlantic Union Bankshares shares in Q4 2025, an estimated $3.25M.
Maltese Capital Management first reported a position in Atlantic Union Bankshares in Q3 2014 and held it in 14 quarters.
Maltese Capital Management's Atlantic Union Bankshares position peaked at $3.68M in Q2 2025.
412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on Maltese Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.