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&Partners’s Atlantic Union Bankshares AUB Stock Holding History

&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
2026
Q2 		$441K Sell
10,423
-335
-3% -$12.8K ﹤0.01% 1912
2026
Q1 		$384K Sell
10,758
-256
-2% -$9.64K ﹤0.01% 1838
2025
Q4 		$389K Buy
11,014
+5,051
+85% +$174K ﹤0.01% 1763
2025
Q3 		$210K Buy
+5,963
New +$203K ﹤0.01% 1939

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

&Partners's AUB Position: Q2 2026 in Review

&Partners reduced its Atlantic Union Bankshares (AUB) stake by 3.1% in Q2 2026, selling an estimated $12.8K and leaving 10,423 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

&Partners first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • &Partners held 10,423 shares of Atlantic Union Bankshares worth $441K as of Q2 2026.
  • &Partners sold 335 Atlantic Union Bankshares shares in Q2 2026, an estimated $12.8K.
  • Atlantic Union Bankshares made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1912 holding.
  • &Partners first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.