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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Rialto Wealth Management's AUB Position: Q1 2026 in Review

Rialto Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 10% in Q1 2026, buying an estimated $188 and bringing the position to 55 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Rialto Wealth Management first reported a position in AUB in Q2 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Rialto Wealth Management held 55 shares of Atlantic Union Bankshares worth $1.97K as of Q1 2026.
  • Rialto Wealth Management bought 5 Atlantic Union Bankshares shares in Q1 2026, an estimated $188.
  • Atlantic Union Bankshares made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #872 holding.
  • Rialto Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.