NewEdge Advisors’s Atlantic Union Bankshares AUB Stock Holding History

NewEdge 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	$690K	Sell	16,319 -201	-1%	-$7.67K	﹤0.01%	1923
2026 Q1	$590K	Buy	16,520 +1,999	+14%	+$75.3K	﹤0.01%	1851
2025 Q4	$513K	Buy	14,521 +6,869	+90%	+$236K	﹤0.01%	1945
2025 Q3	$270K	Buy	7,652 +7,447	+3,633%	+$253K	﹤0.01%	2242
2025 Q2	$6.42K	Sell	205 -4	-2%	-$115	﹤0.01%	3342
2025 Q1	$6.52K	Buy	209 +1	+0.5%	+$36	﹤0.01%	3225
2024 Q4	$7.87K	Buy	208 +1	+0.5%	+$40	﹤0.01%	3100
2024 Q3	$7.78K	Buy	207 +2	+1%	+$75	﹤0.01%	3015
2024 Q2	$6.74K	Sell	205 -150	-42%	-$4.89K	﹤0.01%	2994
2024 Q1	$12.5K	Sell	355 -81	-19%	-$2.78K	﹤0.01%	2794
2023 Q4	$15.9K	Buy	+436	New	+$13.7K	﹤0.01%	2668
2023 Q1	–	Sell	-322	Closed	-$11.3K	–	3460
2022 Q4	$11.3K	Buy	+322	New	+$11K	﹤0.01%	2333

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

NewEdge Advisors's AUB Position: Q2 2026 in Review

NewEdge Advisors reduced its Atlantic Union Bankshares (AUB) stake by 1.2% in Q2 2026, selling an estimated $7.67K and leaving 16,319 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

NewEdge Advisors first reported a position in AUB in Q4 2022 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

NewEdge Advisors held 16,319 shares of Atlantic Union Bankshares worth $690K as of Q2 2026.
NewEdge Advisors sold 201 Atlantic Union Bankshares shares in Q2 2026, an estimated $7.67K.
Atlantic Union Bankshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1923 holding.
NewEdge Advisors first reported a position in Atlantic Union Bankshares in Q4 2022 and has held it in 12 quarters since.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.