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Plante Moran Financial Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Plante Moran Financial 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 		$3.17K Buy
+75
New +$2.86K ﹤0.01% 690
2022
Q3 		– Sell
-36
Closed -$1K – 858
2022
Q2 		$1K Buy
+36
New +$1.25K ﹤0.01% 875
2016
Q1 		– Sell
-140
Closed -$4K – 860
2015
Q4 		$4K Buy
+140
New +$3.61K ﹤0.01% 757

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

Plante Moran Financial Advisors's AUB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Atlantic Union Bankshares (AUB) in Q2 2026: 75 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AUB as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in AUB in Q4 2015 and has held it in 3 quarters since. The position peaked at $4K in Q4 2015. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Plante Moran Financial Advisors held 75 shares of Atlantic Union Bankshares worth $3.17K as of Q2 2026.
  • Atlantic Union Bankshares was a new Plante Moran Financial Advisors position in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #690 holding.
  • Plante Moran Financial Advisors first reported a position in Atlantic Union Bankshares in Q4 2015 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Atlantic Union Bankshares position peaked at $4K in Q4 2015.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.