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Mirabella Financial Services’s Atlantic Union Bankshares AUB Stock Holding History

Mirabella Financial Services’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 		– Sell
-14,405
Closed -$515K – 717
2026
Q1 		$515K Buy
+14,405
New +$542K 0.05% 263
2025
Q4 		– Sell
-191,238
Closed -$6.75M – 676
2025
Q3 		$6.75M Sell
191,238
-340,237
-64% -$11.6M 0.58% 36
2025
Q2 		$16.6M Buy
+531,475
New +$15.3M 1.71% 13

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

Mirabella Financial Services's AUB Position: Q2 2026 in Review

Mirabella Financial Services sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 14,405 shares — an estimated $515K sold.

Mirabella Financial Services first reported a position in AUB in Q2 2025 and held it in 3 quarters. The position peaked at $16.6M in Q2 2025. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Mirabella Financial Services reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 14,405 Atlantic Union Bankshares shares in Q2 2026, an estimated $515K.
  • Mirabella Financial Services first reported a position in Atlantic Union Bankshares in Q2 2025 and held it in 3 quarters.
  • Mirabella Financial Services's Atlantic Union Bankshares position peaked at $16.6M in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.