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Rothschild Investment LLC’s Atlantic Union Bankshares AUB Stock Holding History

Rothschild Investment LLC’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 		$11.3K Buy
268
+14
+6% +$534 ﹤0.01% 1808
2026
Q1 		$9.08K Buy
254
+45
+22% +$1.69K ﹤0.01% 1736
2025
Q4 		$7.38K Buy
209
+24
+13% +$825 ﹤0.01% 1703
2025
Q3 		$6.53K Sell
185
-51
-22% -$1.73K ﹤0.01% 1602
2025
Q2 		$7.38K Buy
236
+111
+89% +$3.2K ﹤0.01% 1332
2025
Q1 		$3.89K Buy
125
+50
+67% +$1.78K ﹤0.01% 1560
2024
Q4 		$2.84K Sell
75
-15
-17% -$594 ﹤0.01% 1598
2024
Q3 		$3.39K Buy
90
+55
+157% +$2.07K ﹤0.01% 1451
2024
Q2 		$1.15K Buy
35
+25
+250% +$815 ﹤0.01% 1591
2024
Q1 		$353 Buy
+10
New +$344 ﹤0.01% 1487

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rothschild Investment LLC's AUB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Atlantic Union Bankshares (AUB) stake by 5.5% in Q2 2026, buying an estimated $534 and bringing the position to 268 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Rothschild Investment LLC first reported a position in AUB in Q1 2024 and has held it in 10 quarters since. 430 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Rothschild Investment LLC held 268 shares of Atlantic Union Bankshares worth $11.3K as of Q2 2026.
  • Rothschild Investment LLC bought 14 Atlantic Union Bankshares shares in Q2 2026, an estimated $534.
  • Atlantic Union Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1808 holding.
  • Rothschild Investment LLC first reported a position in Atlantic Union Bankshares in Q1 2024 and has held it in 10 quarters since.
  • 430 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.