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Moneta Group Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Moneta Group Investment 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 		$272K Hold
6,438
– – ﹤0.01% 721
2026
Q1 		$230K Buy
+6,438
New +$242K ﹤0.01% 726

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

Moneta Group Investment Advisors's AUB Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 6,438 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Moneta Group Investment Advisors first reported a position in AUB in Q1 2026 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Moneta Group Investment Advisors held 6,438 shares of Atlantic Union Bankshares worth $272K as of Q2 2026.
  • Moneta Group Investment Advisors left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #721 holding.
  • Moneta Group Investment Advisors first reported a position in Atlantic Union Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.