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Scarborough Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Scarborough Advisors’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 		– Sell
-2,852
Closed -$102K – 191
2026
Q1 		$102K Buy
2,852
+23
+0.8% +$866 0.01% 187
2025
Q4 		$99.9K Buy
2,829
+26
+0.9% +$893 0.02% 110
2025
Q3 		$98.9K Buy
2,803
+23
+0.8% +$782 0.02% 107
2025
Q2 		$87K Buy
+2,780
New +$80.2K 0.02% 109

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

Scarborough Advisors's AUB Position: Q2 2026 in Review

Scarborough Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 2,852 shares — an estimated $102K sold.

Scarborough Advisors first reported a position in AUB in Q2 2025 and held it in 4 quarters. The position peaked at $102K in Q1 2026. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Scarborough Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 2,852 Atlantic Union Bankshares shares in Q2 2026, an estimated $102K.
  • Scarborough Advisors first reported a position in Atlantic Union Bankshares in Q2 2025 and held it in 4 quarters.
  • Scarborough Advisors's Atlantic Union Bankshares position peaked at $102K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.