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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
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 $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

Root Financial Partners's AUB Position: Q1 2026 in Review

Root Financial Partners increased its Atlantic Union Bankshares (AUB) stake by 53% in Q1 2026, buying an estimated $5.87K and bringing the position to 448 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Root Financial Partners first reported a position in AUB in Q3 2025 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Root Financial Partners held 448 shares of Atlantic Union Bankshares worth $16K as of Q1 2026.
  • Root Financial Partners bought 156 Atlantic Union Bankshares shares in Q1 2026, an estimated $5.87K.
  • Atlantic Union Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1443 holding.
  • Root Financial Partners first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.