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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
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 $6.73T 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
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

Savant Capital's AUB Position: Q2 2026 in Review

Savant Capital increased its Atlantic Union Bankshares (AUB) stake by 10% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,326 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Savant Capital first reported a position in AUB in Q3 2024 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Savant Capital held 6,326 shares of Atlantic Union Bankshares worth $268K as of Q2 2026.
  • Savant Capital bought 591 Atlantic Union Bankshares shares in Q2 2026, an estimated $22.6K.
  • Atlantic Union Bankshares made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1572 holding.
  • Savant Capital first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.