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ORG Partners’s Atlantic Union Bankshares AUB Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-3,309
Closed -$125K – 1414
2024
Q4 		$125K Buy
3,309
+26
+0.8% +$1.03K 0.02% 387
2024
Q3 		$124K Hold
3,283
– – 0.02% 352
2024
Q2 		$107K Buy
+3,283
New +$107K 0.01% 571

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

ORG Partners's AUB Position: Q1 2025 in Review

ORG Partners sold out of Atlantic Union Bankshares (AUB) in Q1 2025, closing a stake of 3,309 shares — an estimated $125K sold.

ORG Partners first reported a position in AUB in Q2 2024 and held it in 3 quarters. The position peaked at $125K in Q4 2024. 357 funds tracked by Wall St. Rank hold AUB as of Q1 2025.

  • ORG Partners reported no remaining Atlantic Union Bankshares position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 3,309 Atlantic Union Bankshares shares in Q1 2025, an estimated $125K.
  • ORG Partners first reported a position in Atlantic Union Bankshares in Q2 2024 and held it in 3 quarters.
  • ORG Partners's Atlantic Union Bankshares position peaked at $125K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.