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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SageView Advisory Group's AUB Position: Q4 2025 in Review

SageView Advisory Group reduced its Atlantic Union Bankshares (AUB) stake by 1% in Q4 2025, selling an estimated $3.09K and leaving 8,664 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #485.

SageView Advisory Group first reported a position in AUB in Q4 2022 and has held it in 11 quarters since. The position peaked at $326K in Q4 2024. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

SageView Advisory Group held 8,664 shares of Atlantic Union Bankshares worth $306K as of Q4 2025.
SageView Advisory Group sold 90 Atlantic Union Bankshares shares in Q4 2025, an estimated $3.09K.
Atlantic Union Bankshares made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #485 holding.
SageView Advisory Group first reported a position in Atlantic Union Bankshares in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Atlantic Union Bankshares position peaked at $326K in Q4 2024.
412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.