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Portside Wealth Group’s Atlantic Union Bankshares AUB Stock Holding History

Portside Wealth Group’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 		$582K Buy
13,747
+1,198
+10% +$45.7K 0.07% 274
2026
Q1 		$449K Buy
12,549
+386
+3% +$14.5K 0.06% 278
2025
Q4 		$429K Buy
12,163
+1,481
+14% +$50.9K 0.06% 288
2025
Q3 		$377K Buy
+10,682
New +$363K 0.05% 318

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

Portside Wealth Group's AUB Position: Q2 2026 in Review

Portside Wealth Group increased its Atlantic Union Bankshares (AUB) stake by 9.5% in Q2 2026, buying an estimated $45.7K and bringing the position to 13,747 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #274.

Portside Wealth Group 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.

  • Portside Wealth Group held 13,747 shares of Atlantic Union Bankshares worth $582K as of Q2 2026.
  • Portside Wealth Group bought 1,198 Atlantic Union Bankshares shares in Q2 2026, an estimated $45.7K.
  • Atlantic Union Bankshares made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #274 holding.
  • Portside Wealth Group 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 Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.