SageView Advisory Group’s Atlantic Union Bankshares AUB Stock Holding History

SageView Advisory Group’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	$340K	Sell	8,032 -625	-7%	-$23.9K	0.01%	462
2026 Q1	$309K	Sell	8,657 -7	-0.1%	-$264	0.01%	465
2025 Q4	$306K	Sell	8,664 -90	-1%	-$3.09K	0.01%	485
2025 Q3	$309K	Sell	8,754 -70	-0.8%	-$2.38K	0.01%	506
2025 Q2	$290K	Buy	8,824 +23	+0.3%	+$664	0.01%	504
2025 Q1	$274K	Buy	8,801 +185	+2%	+$6.57K	0.01%	493
2024 Q4	$326K	Hold	8,616	–	–	0.01%	436
2024 Q3	$325K	Buy	+8,616	New	+$324K	0.02%	372
2024 Q2	–	Sell	-8,566	Closed	-$302K	–	562
2024 Q1	$302K	Buy	+8,566	New	+$294K	0.02%	411
2023 Q4	–	Sell	-8,441	Closed	-$243K	–	664
2023 Q3	$243K	Buy	8,441 +205	+2%	+$6.09K	0.01%	470
2023 Q2	$214K	Buy	8,236 +230	+3%	+$6.49K	0.01%	521
2023 Q1	$281K	Buy	8,006 +150	+2%	+$5.55K	0.02%	396
2022 Q4	$276K	Buy	+7,856	New	+$268K	0.02%	340

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SageView Advisory Group's AUB Position: Q2 2026 in Review

SageView Advisory Group reduced its Atlantic Union Bankshares (AUB) stake by 7.2% in Q2 2026, selling an estimated $23.9K and leaving 8,032 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #462.

SageView Advisory Group first reported a position in AUB in Q4 2022 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

SageView Advisory Group held 8,032 shares of Atlantic Union Bankshares worth $340K as of Q2 2026.
SageView Advisory Group sold 625 Atlantic Union Bankshares shares in Q2 2026, an estimated $23.9K.
Atlantic Union Bankshares made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #462 holding.
SageView Advisory Group first reported a position in Atlantic Union Bankshares in Q4 2022 and has held it in 13 quarters since.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.