R Squared’s Atlantic Union Bankshares AUB Stock Holding History

R Squared’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
2025 Q1	–	Sell	-730	Closed	-$27.7K	–	397
2024 Q4	$27.7K	Buy	+730	New	+$28.9K	0.03%	744

Other funds holding AUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

R Squared's AUB Position: Q1 2025 in Review

R Squared sold out of Atlantic Union Bankshares (AUB) in Q1 2025, closing a stake of 730 shares — an estimated $27.7K sold.

R Squared first reported a position in AUB in Q4 2024 and held it in 1 quarter. The position peaked at $27.7K in Q4 2024. 357 funds tracked by Wall St. Rank hold AUB as of Q1 2025.

R Squared reported no remaining Atlantic Union Bankshares position as of Q1 2025 after selling out during the quarter.
R Squared sold 730 Atlantic Union Bankshares shares in Q1 2025, an estimated $27.7K.
R Squared first reported a position in Atlantic Union Bankshares in Q4 2024 and held it in 1 quarter.
R Squared's Atlantic Union Bankshares position peaked at $27.7K in Q4 2024.
357 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.