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Rise Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Rise Advisors’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
Q4 		– Sell
-522
Closed -$18.4K – 213
2025
Q3 		$18.4K Hold
522
– – 0.01% 631
2025
Q2 		$16.3K Buy
522
+494
+1,764% +$14.3K 0.01% 663
2025
Q1 		$872 Buy
+28
New +$995 ﹤0.01% 1303

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rise Advisors's AUB Position: Q4 2025 in Review

Rise Advisors sold out of Atlantic Union Bankshares (AUB) in Q4 2025, closing a stake of 522 shares — an estimated $18.4K sold.

Rise Advisors first reported a position in AUB in Q1 2025 and held it in 3 quarters. The position peaked at $18.4K in Q3 2025. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

  • Rise Advisors reported no remaining Atlantic Union Bankshares position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 522 Atlantic Union Bankshares shares in Q4 2025, an estimated $18.4K.
  • Rise Advisors first reported a position in Atlantic Union Bankshares in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Atlantic Union Bankshares position peaked at $18.4K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.