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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

New Age Alpha Advisors's AUB Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Atlantic Union Bankshares (AUB) stake by 2.4% in Q1 2026, selling an estimated $18K and leaving 19,268 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #458.

New Age Alpha Advisors first reported a position in AUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $724K in Q3 2025. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • New Age Alpha Advisors held 19,268 shares of Atlantic Union Bankshares worth $689K as of Q1 2026.
  • New Age Alpha Advisors sold 478 Atlantic Union Bankshares shares in Q1 2026, an estimated $18K.
  • Atlantic Union Bankshares made up 0.03% of New Age Alpha Advisors's portfolio in Q1 2026, its #458 holding.
  • New Age Alpha Advisors first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 5 quarters since.
  • New Age Alpha Advisors's Atlantic Union Bankshares position peaked at $724K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.