Root Financial Partners
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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
Q3 		$20.9K Buy
+550
New +$22.6K ﹤0.01% 1534
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

Other funds holding AUB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's AUB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Atlantic Union Bankshares (AUB) in Q3 2026: 550 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AUB as recently as Q1 2026.

Root Financial Partners first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Root Financial Partners held 550 shares of Atlantic Union Bankshares worth $20.9K as of Q3 2026.
  • Atlantic Union Bankshares was a new Root Financial Partners position in Q3 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1534 holding.
  • Root Financial Partners first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.