Partners in Financial Planning’s Atlantic Union Bankshares AUB Stock Holding History

Partners in Financial Planning’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	$265K	Buy	6,262 +12	+0.2%	+$458	0.04%	113
2026 Q1	$223K	Buy	6,250 +12	+0.2%	+$452	0.04%	116
2025 Q4	$220K	Buy	6,238 +13	+0.2%	+$447	0.04%	110
2025 Q3	$220K	Buy	+6,225	New	+$212K	0.04%	111
2025 Q1	–	Sell	-6,000	Closed	-$227K	–	102
2024 Q4	$227K	Buy	6,000 +76	+1%	+$3.01K	0.05%	99
2024 Q3	$223K	Buy	+5,924	New	+$223K	0.05%	103

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Partners in Financial Planning's AUB Position: Q2 2026 in Review

Partners in Financial Planning increased its Atlantic Union Bankshares (AUB) stake by 0.19% in Q2 2026, buying an estimated $458 and bringing the position to 6,262 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #113.

Partners in Financial Planning first reported a position in AUB in Q3 2024 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Partners in Financial Planning held 6,262 shares of Atlantic Union Bankshares worth $265K as of Q2 2026.
Partners in Financial Planning bought 12 Atlantic Union Bankshares shares in Q2 2026, an estimated $458.
Atlantic Union Bankshares made up 0.04% of Partners in Financial Planning's portfolio in Q2 2026, its #113 holding.
Partners in Financial Planning first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 6 quarters since.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.