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Mather Group’s Atlantic Union Bankshares AUB Stock Holding History

Mather Group’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 		$37.4K Hold
884
– – ﹤0.01% 1177
2026
Q1 		$31.6K Buy
+884
New +$33.3K ﹤0.01% 1162
2025
Q4 		– Sell
-607
Closed -$21.4K – 714
2025
Q3 		$21.4K Buy
+607
New +$20.6K ﹤0.01% 1103
2025
Q2 		– Sell
-673
Closed -$21K – 683
2025
Q1 		$21K Hold
673
– – ﹤0.01% 1088
2024
Q4 		$25.5K Hold
673
– – ﹤0.01% 1024
2024
Q3 		$25.4K Sell
673
-76
-10% -$2.86K ﹤0.01% 1015
2024
Q2 		$26.4K Hold
749
– – ﹤0.01% 1198
2024
Q1 		$27.4K Buy
+749
New +$25.7K ﹤0.01% 995

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

Mather Group's AUB Position: Q2 2026 in Review

Mather Group held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 884 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Mather Group first reported a position in AUB in Q1 2024 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Mather Group held 884 shares of Atlantic Union Bankshares worth $37.4K as of Q2 2026.
  • Mather Group left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1177 holding.
  • Mather Group first reported a position in Atlantic Union Bankshares in Q1 2024 and has held it in 8 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.