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 Q2	$708K	Buy	16,737 +684	+4%	+$26.1K	0.01%	683
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mount Yale Investment Advisors's AUB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Atlantic Union Bankshares (AUB) stake by 4.3% in Q2 2026, buying an estimated $26.1K and bringing the position to 16,737 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #683.

Mount Yale Investment Advisors first reported a position in AUB in Q1 2018 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Mount Yale Investment Advisors held 16,737 shares of Atlantic Union Bankshares worth $708K as of Q2 2026.
Mount Yale Investment Advisors bought 684 Atlantic Union Bankshares shares in Q2 2026, an estimated $26.1K.
Atlantic Union Bankshares made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #683 holding.
Mount Yale Investment Advisors first reported a position in Atlantic Union Bankshares in Q1 2018 and has held it in 6 quarters since.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.