RWM
AUB icon

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

Rialto 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 		$2.92K Buy
69
+14
+25% +$534 ﹤0.01% 968
2026
Q1 		$1.97K Buy
55
+5
+10% +$188 ﹤0.01% 872
2025
Q4 		$1.76K Buy
50
+4
+9% +$137 ﹤0.01% 789
2025
Q3 		$1.62K Buy
46
+3
+7% +$102 ﹤0.01% 731
2025
Q2 		$1.35K Buy
+43
New +$1.24K ﹤0.01% 731

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

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

Rialto Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 25% in Q2 2026, buying an estimated $534 and bringing the position to 69 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Rialto Wealth Management first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Rialto Wealth Management held 69 shares of Atlantic Union Bankshares worth $2.92K as of Q2 2026.
  • Rialto Wealth Management bought 14 Atlantic Union Bankshares shares in Q2 2026, an estimated $534.
  • Atlantic Union Bankshares made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #968 holding.
  • Rialto Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.