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Neo Ivy Capital Management’s Atlantic Union Bankshares AUB Stock Holding History

Neo Ivy 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
2025
Q2 		– Sell
-266
Closed -$8.28K – 358
2025
Q1 		$8.28K Buy
+266
New +$9.45K ﹤0.01% 261

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neo Ivy Capital Management's AUB Position: Q2 2025 in Review

Neo Ivy Capital Management sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 266 shares — an estimated $8.28K sold.

Neo Ivy Capital Management first reported a position in AUB in Q1 2025 and held it in 1 quarter. The position peaked at $8.28K in Q1 2025. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

  • Neo Ivy Capital Management reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 266 Atlantic Union Bankshares shares in Q2 2025, an estimated $8.28K.
  • Neo Ivy Capital Management first reported a position in Atlantic Union Bankshares in Q1 2025 and held it in 1 quarter.
  • Neo Ivy Capital Management's Atlantic Union Bankshares position peaked at $8.28K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on Neo Ivy Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.