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New Age Alpha Advisors’s Atlantic Union Bankshares AUB Stock Holding History

New Age Alpha 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 		$1.04M Buy
24,661
+5,393
+28% +$206K 0.04% 458
2026
Q1 		$689K Sell
19,268
-478
-2% -$18K 0.03% 458
2025
Q4 		$697K Sell
19,746
-759
-4% -$26.1K 0.03% 442
2025
Q3 		$724K Sell
20,505
-391
-2% -$13.3K 0.03% 458
2025
Q2 		$654K Buy
20,896
+7,944
+61% +$229K 0.03% 461
2025
Q1 		$403K Buy
+12,952
New +$460K 0.02% 535

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

New Age Alpha Advisors's AUB Position: Q2 2026 in Review

New Age Alpha Advisors increased its Atlantic Union Bankshares (AUB) stake by 28% in Q2 2026, buying an estimated $206K and bringing the position to 24,661 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #458.

New Age Alpha Advisors first reported a position in AUB in Q1 2025 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • New Age Alpha Advisors held 24,661 shares of Atlantic Union Bankshares worth $1.04M as of Q2 2026.
  • New Age Alpha Advisors bought 5,393 Atlantic Union Bankshares shares in Q2 2026, an estimated $206K.
  • Atlantic Union Bankshares made up 0.04% of New Age Alpha Advisors's portfolio in Q2 2026, its #458 holding.
  • New Age Alpha Advisors first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.