Nadler Financial Group’s Atlantic Union Bankshares AUB Stock Holding History

Nadler Financial Group’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	$521K	Hold	12,325	–	–	0.04%	83
2026 Q1	$440K	Hold	12,325	–	–	0.04%	89
2025 Q4	$435K	Hold	12,325	–	–	0.04%	86
2025 Q3	$435K	Hold	12,325	–	–	0.04%	90
2025 Q2	$386K	Buy	+12,325	New	+$356K	0.04%	89

Other funds holding AUB

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nadler Financial Group's AUB Position: Q2 2026 in Review

Nadler Financial Group held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 12,325 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #83.

Nadler Financial Group first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Nadler Financial Group held 12,325 shares of Atlantic Union Bankshares worth $521K as of Q2 2026.
Nadler Financial Group left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #83 holding.
Nadler Financial Group first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
140 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.