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Raffa Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Raffa Wealth Management’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 		$85 Buy
2
+1
+100% +$38 ﹤0.01% 1420
2026
Q1 		$36 Buy
+1
New +$38 ﹤0.01% 1439
2024
Q3 		– Sell
-642
Closed -$21.1K – 1091
2024
Q2 		$21.1K Hold
642
– – 0.01% 310
2024
Q1 		$22.7K Buy
+642
New +$22.1K 0.01% 286

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raffa Wealth Management's AUB Position: Q2 2026 in Review

Raffa Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 100% in Q2 2026, buying an estimated $38 and bringing the position to 2 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Raffa Wealth Management first reported a position in AUB in Q1 2024 and has held it in 4 quarters since. The position peaked at $22.7K in Q1 2024. 430 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Raffa Wealth Management held 2 shares of Atlantic Union Bankshares worth $85 as of Q2 2026.
  • Raffa Wealth Management bought 1 Atlantic Union Bankshares share in Q2 2026, an estimated $38.
  • Atlantic Union Bankshares made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1420 holding.
  • Raffa Wealth Management first reported a position in Atlantic Union Bankshares in Q1 2024 and has held it in 4 quarters since.
  • Raffa Wealth Management's Atlantic Union Bankshares position peaked at $22.7K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.