MML Investors Services
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MML Investors Services’s Atlantic Union Bankshares AUB Stock Holding History

MML Investors 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 		$1.01M Buy
23,882
+1,812
+8% +$69.2K ﹤0.01% 2008
2026
Q1 		$789K Sell
22,070
-3,124
-12% -$118K ﹤0.01% 1927
2025
Q4 		$889K Buy
25,194
+150
+0.6% +$5.16K ﹤0.01% 1876
2025
Q3 		$884K Buy
25,044
+9,644
+63% +$328K ﹤0.01% 1818
2025
Q2 		$482K Buy
15,400
+2,475
+19% +$71.4K ﹤0.01% 2122
2025
Q1 		$402K Buy
12,925
+2,497
+24% +$88.7K ﹤0.01% 2131
2024
Q4 		$395K Buy
10,428
+1,631
+19% +$64.6K ﹤0.01% 2079
2024
Q3 		$331K Buy
8,797
+869
+11% +$32.7K ﹤0.01% 2107
2024
Q2 		$260K Sell
7,928
-2,109
-21% -$68.7K ﹤0.01% 2182
2024
Q1 		$354K Buy
10,037
+95
+1% +$3.26K ﹤0.01% 2002
2023
Q4 		$363K Buy
9,942
+2,175
+28% +$68.4K ﹤0.01% 1938
2023
Q3 		$224K Sell
7,767
-1,140
-13% -$33.9K ﹤0.01% 2088
2023
Q2 		$231K Buy
8,907
+1,558
+21% +$43.9K ﹤0.01% 2086
2023
Q1 		$258K Sell
7,349
-371
-5% -$13.7K ﹤0.01% 1770
2022
Q4 		$271K Buy
7,720
+402
+5% +$13.7K ﹤0.01% 1846
2022
Q3 		$222K Buy
7,318
+208
+3% +$7.01K ﹤0.01% 1871
2022
Q2 		$241K Buy
7,110
+706
+11% +$24.4K ﹤0.01% 1798
2022
Q1 		$235K Sell
6,404
-60
-0.9% -$2.4K ﹤0.01% 1866
2021
Q4 		$241K Buy
6,464
+63
+1% +$2.29K ﹤0.01% 1817
2021
Q3 		$236K Buy
6,401
+145
+2% +$5.22K ﹤0.01% 1770
2021
Q2 		$227K Buy
+6,256
New +$245K ﹤0.01% 1767
2020
Q1 		– Sell
-6,690
Closed -$251K – 1399
2019
Q4 		$251K Buy
6,690
+122
+2% +$4.59K ﹤0.01% 1322
2019
Q3 		$245K Sell
6,568
-13
-0.2% -$475 ﹤0.01% 1297
2019
Q2 		$232K Buy
+6,581
New +$229K ﹤0.01% 1435
2018
Q3 		– Sell
-28,366
Closed -$1.1M – 1596
2018
Q2 		$1.1M Buy
28,366
+643
+2% +$25.3K 0.02% 531
2018
Q1 		$1.02M Buy
27,723
+77
+0.3% +$2.91K 0.02% 537
2017
Q4 		$1M Buy
27,646
+1,063
+4% +$37.9K 0.02% 552
2017
Q3 		$938K Hold
26,583
– – 0.02% 538
2017
Q2 		$901K Hold
26,583
– – 0.02% 546
2017
Q1 		$935K Buy
+26,583
New +$952K 0.02% 292

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

MML Investors Services's AUB Position: Q2 2026 in Review

MML Investors Services increased its Atlantic Union Bankshares (AUB) stake by 8.2% in Q2 2026, buying an estimated $69.2K and bringing the position to 23,882 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

MML Investors Services first reported a position in AUB in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.1M in Q2 2018. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • MML Investors Services held 23,882 shares of Atlantic Union Bankshares worth $1.01M as of Q2 2026.
  • MML Investors Services bought 1,812 Atlantic Union Bankshares shares in Q2 2026, an estimated $69.2K.
  • Atlantic Union Bankshares made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2008 holding.
  • MML Investors Services first reported a position in Atlantic Union Bankshares in Q1 2017 and has held it in 30 quarters since.
  • MML Investors Services's Atlantic Union Bankshares position peaked at $1.1M in Q2 2018.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.