Mercer Global Advisors
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Mercer Global Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Mercer Global Advisors’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 		$643K Buy
15,193
+1,620
+12% +$61.8K ﹤0.01% 2079
2026
Q1 		$485K Buy
13,573
+1,723
+15% +$64.9K ﹤0.01% 2011
2025
Q4 		$418K Buy
11,850
+2,964
+33% +$102K ﹤0.01% 1992
2025
Q3 		$314K Buy
8,886
+1,450
+19% +$49.3K ﹤0.01% 2060
2025
Q2 		$233K Buy
7,436
+306
+4% +$8.83K ﹤0.01% 2004
2025
Q1 		$222K Sell
7,130
-75
-1% -$2.67K ﹤0.01% 1902
2024
Q4 		$273K Sell
7,205
-340
-5% -$13.5K ﹤0.01% 1803
2024
Q3 		$274K Buy
7,545
+8
+0.1% +$301 ﹤0.01% 1660
2024
Q2 		$248K Buy
7,537
+12
+0.2% +$391 ﹤0.01% 1680
2024
Q1 		$266K Buy
7,525
+131
+2% +$4.5K ﹤0.01% 1636
2023
Q4 		$270K Sell
7,394
-1,435
-16% -$45.2K ﹤0.01% 1669
2023
Q3 		$254K Buy
+8,829
New +$262K ﹤0.01% 1635
2023
Q2 		– Sell
-7,301
Closed -$256K – 1926
2023
Q1 		$256K Buy
7,301
+197
+3% +$7.28K ﹤0.01% 1599
2022
Q4 		$250K Buy
7,104
+190
+3% +$6.49K ﹤0.01% 1595
2022
Q3 		$210K Hold
6,914
– – ﹤0.01% 1607
2022
Q2 		$235K Buy
6,914
+39
+0.6% +$1.35K ﹤0.01% 1551
2022
Q1 		$252K Buy
6,875
+182
+3% +$7.27K ﹤0.01% 1601
2021
Q4 		$251K Hold
6,693
– – ﹤0.01% 1551
2021
Q3 		$247K Sell
6,693
-10,072
-60% -$363K ﹤0.01% 1513
2021
Q2 		$607K Hold
16,765
– – ﹤0.01% 1056
2021
Q1 		$644K Buy
16,765
+10,573
+171% +$390K 0.01% 966
2020
Q4 		$204K Buy
+6,192
New +$178K ﹤0.01% 1228
2020
Q1 		– Sell
-6,232
Closed -$234K – 1111
2019
Q4 		$234K Buy
6,232
+26
+0.4% +$979 ﹤0.01% 1018
2019
Q3 		$231K Buy
+6,206
New +$227K 0.01% 988
2019
Q2 		– Sell
-6,481
Closed -$210K – 1156
2019
Q1 		$210K Buy
+6,481
New +$216K 0.01% 973

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

Mercer Global Advisors's AUB Position: Q2 2026 in Review

Mercer Global Advisors increased its Atlantic Union Bankshares (AUB) stake by 12% in Q2 2026, buying an estimated $61.8K and bringing the position to 15,193 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Mercer Global Advisors first reported a position in AUB in Q1 2019 and has held it in 25 quarters since. The position peaked at $644K in Q1 2021. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Mercer Global Advisors held 15,193 shares of Atlantic Union Bankshares worth $643K as of Q2 2026.
  • Mercer Global Advisors bought 1,620 Atlantic Union Bankshares shares in Q2 2026, an estimated $61.8K.
  • Atlantic Union Bankshares made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2079 holding.
  • Mercer Global Advisors first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 25 quarters since.
  • Mercer Global Advisors's Atlantic Union Bankshares position peaked at $644K in Q1 2021.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.