Mutual of America Capital Management’s Atlantic Union Bankshares AUB Stock Holding History

Mutual of America Capital Management’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	$694K	Buy	16,391 +166	+1%	+$6.33K	0.01%	1062
2026 Q1	$580K	Sell	16,225 -64	-0.4%	-$2.41K	0.01%	1038
2025 Q4	$575K	Buy	16,289 +325	+2%	+$11.2K	0.01%	1040
2025 Q3	$563K	Sell	15,964 -2,337	-13%	-$79.5K	0.01%	1045
2025 Q2	$572K	Sell	18,301 -655	-3%	-$18.9K	0.01%	1059
2025 Q1	$590K	Buy	18,956 +5,356	+39%	+$190K	0.01%	1073
2024 Q4	$515K	Buy	13,600 +96	+0.7%	+$3.81K	0.01%	1116
2024 Q3	$509K	Sell	13,504 -1,251	-8%	-$47.1K	0.01%	1144
2024 Q2	$485K	Buy	14,755 +1,830	+14%	+$59.6K	0.01%	1145
2024 Q1	$456K	Sell	12,925 -205	-2%	-$7.04K	﹤0.01%	1177
2023 Q4	$480K	Sell	13,130 -16	-0.1%	-$504	0.01%	1171
2023 Q3	$378K	Sell	13,146 -1,502	-10%	-$44.6K	﹤0.01%	1188
2023 Q2	$380K	Sell	14,648 -738	-5%	-$20.8K	﹤0.01%	1207
2023 Q1	$539K	Buy	+15,386	New	+$569K	0.01%	1110

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 $3.37T AUM 44.26% 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

Mutual of America Capital Management's AUB Position: Q2 2026 in Review

Mutual of America Capital Management increased its Atlantic Union Bankshares (AUB) stake by 1% in Q2 2026, buying an estimated $6.33K and bringing the position to 16,391 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #1062.

Mutual of America Capital Management first reported a position in AUB in Q1 2023 and has held it in 14 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Mutual of America Capital Management held 16,391 shares of Atlantic Union Bankshares worth $694K as of Q2 2026.
Mutual of America Capital Management bought 166 Atlantic Union Bankshares shares in Q2 2026, an estimated $6.33K.
Atlantic Union Bankshares made up 0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #1062 holding.
Mutual of America Capital Management first reported a position in Atlantic Union Bankshares in Q1 2023 and has held it in 14 quarters since.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.