Salzhauer Michael’s Atlantic Union Bankshares AUB Stock Holding History

Salzhauer Michael’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	$451K	Sell	11,872 -4,706	-28%	-$194K	0.18%	61
2026 Q2	$701K	Hold	16,578	–	–	0.24%	54
2026 Q1	$592K	Hold	16,578	–	–	0.28%	49
2025 Q4	$585K	Hold	16,578	–	–	0.24%	52
2025 Q3	$585K	Hold	16,578	–	–	0.28%	49
2025 Q2	$519K	Sell	16,578 -6,135	-27%	-$177K	0.3%	53
2025 Q1	$707K	Hold	22,713	–	–	0.43%	44
2024 Q4	$860K	Hold	22,713	–	–	0.44%	41
2024 Q3	$856K	Hold	22,713	–	–	0.52%	40
2024 Q2	$746K	Buy	22,713 +6,215	+38%	+$203K	0.58%	37
2024 Q1	$583K	Hold	16,498	–	–	0.44%	44
2023 Q4	$603K	Sell	16,498 -6,000	-27%	-$189K	0.51%	40
2023 Q3	$647K	Sell	22,498 -6,000	-21%	-$178K	0.69%	31
2023 Q2	$740K	Buy	+28,498	New	+$804K	0.77%	25
2023 Q1	–	Sell	-64,841	Closed	-$2.28M	–	104
2022 Q4	$2.28M	Hold	64,841	–	–	1.34%	15
2022 Q3	$1.97M	Hold	64,841	–	–	1.2%	19
2022 Q2	$2.2M	Hold	64,841	–	–	1.32%	18
2022 Q1	$2.38M	Hold	64,841	–	–	1.05%	21
2021 Q4	$2.42M	Hold	64,841	–	–	0.92%	20
2021 Q3	$2.39M	Hold	64,841	–	–	0.98%	20
2021 Q2	$2.35M	Hold	64,841	–	–	1.03%	19
2021 Q1	$2.49M	Hold	64,841	–	–	1.28%	16
2020 Q4	$2.14M	Hold	64,841	–	–	1.52%	14
2020 Q3	$1.39M	Hold	64,841	–	–	1.55%	17
2020 Q2	$1.5M	Buy	64,841 +6,705	+12%	+$151K	1.97%	15
2020 Q1	$1.27M	Buy	58,136 +11,254	+24%	+$349K	2.17%	14
2019 Q4	$1.76M	Hold	46,882	–	–	0.8%	30
2019 Q3	$1.75M	Hold	46,882	–	–	0.91%	30
2019 Q2	$1.66M	Hold	46,882	–	–	0.76%	30
2019 Q1	$1.52M	Buy	46,882 +3,900	+9%	+$130K	0.74%	31
2018 Q4	$1.21M	Hold	42,982	–	–	0.67%	32
2018 Q3	$1.66M	Sell	42,982 -7,000	-14%	-$285K	0.63%	38
2018 Q2	$1.94M	Hold	49,982	–	–	0.72%	36
2018 Q1	$1.84M	Buy	49,982 +31,073	+164%	+$1.17M	0.68%	37
2017 Q4	$684K	Hold	18,909	–	–	0.27%	75
2017 Q3	$667K	Hold	18,909	–	–	0.29%	76
2017 Q2	$641K	Hold	18,909	–	–	0.29%	76
2017 Q1	$665K	Hold	18,909	–	–	0.32%	69
2016 Q4	$676K	Hold	18,909	–	–	0.33%	73
2016 Q3	$506K	Sell	18,909 -2	-0%	-$54	0.36%	67
2016 Q2	$467K	Sell	18,911 -875	-4%	-$22.7K	0.38%	62
2016 Q1	$487K	Buy	+19,786	New	+$457K	0.41%	60

Other funds holding AUB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Salzhauer Michael's AUB Position: Q3 2026 in Review

Salzhauer Michael reduced its Atlantic Union Bankshares (AUB) stake by 28% in Q3 2026, selling an estimated $194K and leaving 11,872 shares worth $451K. The position accounts for 0.18% of the portfolio, ranked #61.

Salzhauer Michael first reported a position in AUB in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.49M in Q1 2021. 373 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

Salzhauer Michael held 11,872 shares of Atlantic Union Bankshares worth $451K as of Q3 2026.
Salzhauer Michael sold 4,706 Atlantic Union Bankshares shares in Q3 2026, an estimated $194K.
Atlantic Union Bankshares made up 0.18% of Salzhauer Michael's portfolio in Q3 2026, its #61 holding.
Salzhauer Michael first reported a position in Atlantic Union Bankshares in Q1 2016 and has held it in 42 quarters since.
Salzhauer Michael's Atlantic Union Bankshares position peaked at $2.49M in Q1 2021.
373 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Salzhauer Michael's 13F filing for Q3 2026, filed 28 Oct 2026.