Resources Management Corp’s Atlantic Union Bankshares AUB Stock Holding History

Resources Management Corp’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 Q2	–	Sell	-15,200	Closed	-$473K	–	411
2025 Q1	$473K	Hold	15,200	–	–	0.07%	166
2024 Q4	$576K	Hold	15,200	–	–	0.08%	155
2024 Q3	$573K	Hold	15,200	–	–	0.08%	157
2024 Q2	$499K	Hold	15,200	–	–	0.07%	160
2024 Q1	$537K	Hold	15,200	–	–	0.08%	147
2023 Q4	$555K	Hold	15,200	–	–	0.08%	151
2023 Q3	$437K	Hold	15,200	–	–	0.07%	162
2023 Q2	$394K	Buy	+15,200	New	+$429K	0.06%	174
2023 Q1	–	Sell	-15,200	Closed	-$534K	–	469
2022 Q4	$534K	Hold	15,200	–	–	0.08%	160
2022 Q3	$462K	Buy	15,200 +6,600	+77%	+$222K	0.08%	170
2022 Q2	$292K	Hold	8,600	–	–	0.05%	209
2022 Q1	$316K	Hold	8,600	–	–	0.04%	214
2021 Q4	$321K	Hold	8,600	–	–	0.04%	222
2021 Q3	$317K	Buy	8,600 +200	+2%	+$7.2K	0.05%	215
2021 Q2	$304K	Buy	8,400 +900	+12%	+$35.3K	0.04%	229
2021 Q1	$288K	Hold	7,500	–	–	0.04%	222
2020 Q4	$247K	Hold	7,500	–	–	0.04%	220
2020 Q3	$160K	Hold	7,500	–	–	0.03%	228
2020 Q2	$174K	Hold	7,500	–	–	0.03%	220
2020 Q1	$164K	Hold	7,500	–	–	0.04%	213
2019 Q4	$282K	Hold	7,500	–	–	0.05%	192
2019 Q3	$279K	Buy	+7,500	New	+$274K	0.05%	190
2018 Q4	$211K	Hold	7,500	–	–	0.05%	202
2018 Q3	$288K	Buy	+7,500	New	+$306K	0.05%	198

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Resources Management Corp's AUB Position: Q2 2025 in Review

Resources Management Corp sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 15,200 shares — an estimated $473K sold.

Resources Management Corp first reported a position in AUB in Q3 2018 and held it in 24 quarters. The position peaked at $576K in Q4 2024. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

Resources Management Corp reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
Resources Management Corp sold 15,200 Atlantic Union Bankshares shares in Q2 2025, an estimated $473K.
Resources Management Corp first reported a position in Atlantic Union Bankshares in Q3 2018 and held it in 24 quarters.
Resources Management Corp's Atlantic Union Bankshares position peaked at $576K in Q4 2024.
384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on Resources Management Corp's 13F filing for Q2 2025, filed 15 Aug 2025.