Mount Yale Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Mount Yale 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 Q1	$574K	Buy	+16,053	New	+$604K	0.01%	678
2025 Q3	–	Sell	-3,254	Closed	-$102K	–	744
2025 Q2	$102K	Buy	+3,254	New	+$93.9K	0.01%	655
2018 Q4	–	Sell	-2,264	Closed	-$79K	–	351
2018 Q3	$79K	Sell	2,264 -451	-17%	-$18.4K	0.01%	511
2018 Q2	$106K	Buy	2,715 +2,240	+472%	+$88.3K	0.02%	437
2018 Q1	$17K	Buy	+475	New	+$18K	﹤0.01%	793

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mount Yale Investment Advisors's AUB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Atlantic Union Bankshares (AUB) in Q1 2026: 16,053 shares worth $574K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AUB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in AUB in Q1 2018 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

Mount Yale Investment Advisors held 16,053 shares of Atlantic Union Bankshares worth $574K as of Q1 2026.
Atlantic Union Bankshares was a new Mount Yale Investment Advisors position in Q1 2026.
Atlantic Union Bankshares made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #678 holding.
Mount Yale Investment Advisors first reported a position in Atlantic Union Bankshares in Q1 2018 and has held it in 5 quarters since.
434 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.