Marshall Wace’s Atlantic Union Bankshares AUB Stock Holding History

Marshall Wace’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 Q1	$295K	Sell	8,258 -143,612	-95%	-$5.41M	﹤0.01%	2658
2025 Q4	$5.36M	Buy	151,870 +80,676	+113%	+$2.77M	﹤0.01%	1119
2025 Q3	$2.51M	Buy	71,194 +47,001	+194%	+$1.6M	﹤0.01%	1499
2025 Q2	$757K	Sell	24,193 -12,005	-33%	-$346K	﹤0.01%	1975
2025 Q1	$1.13M	Sell	36,198 -131,574	-78%	-$4.67M	﹤0.01%	1731
2024 Q4	$6.36M	Buy	+167,772	New	+$6.65M	0.01%	962
2024 Q2	–	Sell	-88,799	Closed	-$3.14M	–	2533
2024 Q1	$3.14M	Buy	+88,799	New	+$3.05M	﹤0.01%	1177
2020 Q2	–	Sell	-101,500	Closed	-$2.22M	–	1537
2020 Q1	$2.22M	Buy	+101,500	New	+$3.14M	0.02%	595
2019 Q2	–	Sell	-4,458	Closed	-$144K	–	1344
2019 Q1	$144K	Sell	4,458 -85,251	-95%	-$2.84M	﹤0.01%	1381
2018 Q4	$2.53M	Buy	+89,709	New	+$3.02M	0.03%	667
2018 Q2	–	Sell	-16,500	Closed	-$606K	–	700
2018 Q1	$606K	Buy	+16,500	New	+$624K	0.03%	325
2016 Q3	–	Sell	-18,004	Closed	-$445K	–	943
2016 Q2	$445K	Sell	18,004 -60,389	-77%	-$1.57M	﹤0.01%	844
2016 Q1	$1.93M	Buy	+78,393	New	+$1.81M	0.02%	567

Other funds holding AUB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Marshall Wace's AUB Position: Q1 2026 in Review

Marshall Wace reduced its Atlantic Union Bankshares (AUB) stake by 95% in Q1 2026, selling an estimated $5.41M and leaving 8,258 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Marshall Wace first reported a position in AUB in Q1 2016 and has held it in 13 quarters since. The position peaked at $6.36M in Q4 2024. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

Marshall Wace held 8,258 shares of Atlantic Union Bankshares worth $295K as of Q1 2026.
Marshall Wace sold 143,612 Atlantic Union Bankshares shares in Q1 2026, an estimated $5.41M.
Atlantic Union Bankshares made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2658 holding.
Marshall Wace first reported a position in Atlantic Union Bankshares in Q1 2016 and has held it in 13 quarters since.
Marshall Wace's Atlantic Union Bankshares position peaked at $6.36M in Q4 2024.
433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.