OneDigital Investment Advisors’s Atlantic Union Bankshares AUB Stock Holding History

OneDigital Investment 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	$392K	Sell	9,259 -23	-0.2%	-$878	﹤0.01%	1151
2026 Q1	$332K	Sell	9,282 -935	-9%	-$35.2K	﹤0.01%	1135
2025 Q4	$361K	Sell	10,217 -677	-6%	-$23.3K	﹤0.01%	1111
2025 Q3	$384K	Buy	10,894 +778	+8%	+$26.5K	﹤0.01%	1050
2025 Q2	$316K	Buy	10,116 +3,497	+53%	+$101K	﹤0.01%	1136
2025 Q1	$206K	Buy	6,619 +527	+9%	+$18.7K	﹤0.01%	1312
2024 Q4	$231K	Buy	+6,092	New	+$241K	﹤0.01%	1264

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

OneDigital Investment Advisors's AUB Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Atlantic Union Bankshares (AUB) stake by 0.25% in Q2 2026, selling an estimated $878 and leaving 9,259 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

OneDigital Investment Advisors first reported a position in AUB in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

OneDigital Investment Advisors held 9,259 shares of Atlantic Union Bankshares worth $392K as of Q2 2026.
OneDigital Investment Advisors sold 23 Atlantic Union Bankshares shares in Q2 2026, an estimated $878.
Atlantic Union Bankshares made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1151 holding.
OneDigital Investment Advisors first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.