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Root Financial Partners’s Atlantic Union Bankshares AUB Stock Holding History

Root Financial Partners’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 		– Sell
-448
Closed -$16K – 632
2026
Q1 		$16K Buy
448
+156
+53% +$5.87K ﹤0.01% 1443
2025
Q4 		$10.3K Buy
292
+82
+39% +$2.82K ﹤0.01% 1480
2025
Q3 		$7.41K Buy
+210
New +$7.14K ﹤0.01% 1569

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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

Root Financial Partners's AUB Position: Q2 2026 in Review

Root Financial Partners sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 448 shares — an estimated $16K sold.

Root Financial Partners first reported a position in AUB in Q3 2025 and held it in 3 quarters. The position peaked at $16K in Q1 2026. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Root Financial Partners reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 448 Atlantic Union Bankshares shares in Q2 2026, an estimated $16K.
  • Root Financial Partners first reported a position in Atlantic Union Bankshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Atlantic Union Bankshares position peaked at $16K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.