Savant Capital
AUB icon

Savant Capital’s Atlantic Union Bankshares AUB Stock Holding History

Savant Capital’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 		$433K Buy
11,417
+5,091
+80% +$209K ﹤0.01% 1654
2026
Q2 		$268K Buy
6,326
+591
+10% +$22.6K ﹤0.01% 1572
2026
Q1 		$205K Sell
5,735
-308
-5% -$11.6K ﹤0.01% 1401
2025
Q4 		$213K Buy
+6,043
New +$208K ﹤0.01% 1257
2025
Q1 		– Sell
-6,018
Closed -$228K – 1105
2024
Q4 		$228K Buy
6,018
+557
+10% +$22.1K ﹤0.01% 1258
2024
Q3 		$206K Buy
+5,461
New +$206K ﹤0.01% 1268

Other funds holding AUB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Savant Capital's AUB Position: Q3 2026 in Review

Savant Capital increased its Atlantic Union Bankshares (AUB) stake by 80% in Q3 2026, buying an estimated $209K and bringing the position to 11,417 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Savant Capital first reported a position in AUB in Q3 2024 and has held it in 6 quarters since. 373 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Savant Capital held 11,417 shares of Atlantic Union Bankshares worth $433K as of Q3 2026.
  • Savant Capital bought 5,091 Atlantic Union Bankshares shares in Q3 2026, an estimated $209K.
  • Atlantic Union Bankshares made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1654 holding.
  • Savant Capital first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 6 quarters since.
  • 373 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.