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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

&Partners's AUB Position: Q1 2026 in Review

&Partners reduced its Atlantic Union Bankshares (AUB) stake by 2.3% in Q1 2026, selling an estimated $9.64K and leaving 10,758 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

&Partners first reported a position in AUB in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • &Partners held 10,758 shares of Atlantic Union Bankshares worth $384K as of Q1 2026.
  • &Partners sold 256 Atlantic Union Bankshares shares in Q1 2026, an estimated $9.64K.
  • Atlantic Union Bankshares made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1838 holding.
  • &Partners first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • &Partners's Atlantic Union Bankshares position peaked at $389K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.