Nisa Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $285K | Sell |
7,983
-2,590
| -24% | -$97.5K | ﹤0.01% | 1102 |
|
|
2025
Q4 | $373K | Buy |
10,573
+122
| +1% | +$4.19K | ﹤0.01% | 1088 |
|
|
2025
Q3 | $369K | Buy |
10,451
+485
| +5% | +$16.5K | ﹤0.01% | 1101 |
|
|
2025
Q2 | $312K | Buy |
9,966
+7,614
| +324% | +$220K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $73.2K | Sell |
2,352
-575
| -20% | -$20.4K | ﹤0.01% | 1481 |
|
|
2024
Q4 | $111K | Buy |
2,927
+90
| +3% | +$3.57K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $107K | Sell |
2,837
-1
| -0% | -$38 | ﹤0.01% | 1425 |
|
|
2024
Q2 | $93.2K | Sell |
2,838
-2,467
| -47% | -$80.4K | ﹤0.01% | 1495 |
|
|
2024
Q1 | $187K | Buy |
5,305
+1,185
| +29% | +$40.7K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $151K | Buy |
4,120
+2,720
| +194% | +$85.6K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $40.3K | Hold |
1,400
| – | – | ﹤0.01% | 1792 |
|
|
2023
Q2 | $36.3K | Sell |
1,400
-62
| -4% | -$1.75K | ﹤0.01% | 1861 |
|
|
2023
Q1 | $51K | Hold |
1,462
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q4 | $51K | Hold |
1,462
| – | – | ﹤0.01% | 1759 |
|
|
2022
Q3 | $50K | Buy |
1,462
+62
| +4% | +$2.09K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $47K | Sell |
1,400
-560
| -29% | -$19.4K | ﹤0.01% | 1745 |
|
|
2022
Q1 | $72K | Sell |
1,960
-240
| -11% | -$9.59K | ﹤0.01% | 1730 |
|
|
2021
Q4 | $90K | Hold |
2,200
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q3 | $81 | Hold |
2,200
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q2 | $80 | Hold |
2,200
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q1 | $84 | Hold |
2,200
| – | – | ﹤0.01% | 1821 |
|
|
2020
Q4 | $72K | Sell |
2,200
-550
| -20% | -$15.8K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $59K | Buy |
2,750
+1,600
| +139% | +$36.4K | ﹤0.01% | 1729 |
|
|
2020
Q2 | $27K | Buy |
1,150
+400
| +53% | +$9K | ﹤0.01% | 1710 |
|
|
2020
Q1 | $16K | Hold |
750
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q4 | $28K | Buy |
750
+400
| +114% | +$15.1K | ﹤0.01% | 1634 |
|
|
2019
Q3 | $13K | Buy |
+350
| New | +$12.8K | ﹤0.01% | 1711 |
|
|
2018
Q4 | – | Sell |
-5,800
| Closed | -$223K | – | 1957 |
|
|
2018
Q3 | $223K | Sell |
5,800
-700
| -11% | -$28.5K | ﹤0.01% | 1287 |
|
|
2018
Q2 | $253K | Hold |
6,500
| – | – | ﹤0.01% | 1211 |
|
|
2018
Q1 | $243K | Hold |
6,500
| – | – | ﹤0.01% | 1184 |
|
|
2017
Q4 | $235K | Hold |
6,500
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $229K | Hold |
6,500
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q2 | $218K | Hold |
6,500
| – | – | ﹤0.01% | 1217 |
|
|
2017
Q1 | $229K | Hold |
6,500
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q4 | $232K | Hold |
6,500
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q3 | $174K | Hold |
6,500
| – | – | ﹤0.01% | 1247 |
|
|
2016
Q2 | $161K | Hold |
6,500
| – | – | ﹤0.01% | 1263 |
|
|
2016
Q1 | $160K | Buy |
+6,500
| New | +$150K | ﹤0.01% | 1274 |
|
|
2015
Q1 | – | Sell |
-13,700
| Closed | -$330K | – | 1320 |
|
|
2014
Q4 | $330K | Sell |
13,700
-1,100
| -7% | -$25.5K | ﹤0.01% | 1125 |
|
|
2014
Q3 | $342K | Buy |
+14,800
| New | +$358K | ﹤0.01% | 1115 |
|
Other funds holding AUB
VPM
VCM
NRCM
Nisa Investment Advisors's AUB Position: Q1 2026 in Review
Nisa Investment Advisors reduced its Atlantic Union Bankshares (AUB) stake by 24% in Q1 2026, selling an estimated $97.5K and leaving 7,983 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.
Nisa Investment Advisors first reported a position in AUB in Q3 2014 and has held it in 40 quarters since. The position peaked at $373K in Q4 2025. 434 funds tracked by Wall St. Rank hold AUB as of Q1 2026.
- Nisa Investment Advisors held 7,983 shares of Atlantic Union Bankshares worth $285K as of Q1 2026.
- Nisa Investment Advisors sold 2,590 Atlantic Union Bankshares shares in Q1 2026, an estimated $97.5K.
- Atlantic Union Bankshares made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1102 holding.
- Nisa Investment Advisors first reported a position in Atlantic Union Bankshares in Q3 2014 and has held it in 40 quarters since.
- Nisa Investment Advisors's Atlantic Union Bankshares position peaked at $373K in Q4 2025.
- 434 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.