Schroder Investment Management Group
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Schroder Investment Management Group’s Atlantic Union Bankshares AUB Stock Holding History

Schroder Investment Management 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
2026
Q1 		$20.3M Sell
586,438
-298,187
-34% -$11.2M 0.02% 531
2025
Q4 		$31.4M Buy
884,625
+153,266
+21% +$5.27M 0.02% 411
2025
Q3 		$26M Buy
731,359
+62,614
+9% +$2.13M 0.02% 462
2025
Q2 		$20.9M Sell
668,745
-7,064
-1% -$204K 0.02% 501
2025
Q1 		$20.7M Buy
675,809
+2,358
+0.4% +$83.8K 0.02% 489
2024
Q4 		$25.5M Buy
+673,451
New +$26.7M 0.02% 466
2020
Q1 		– Sell
-272,373
Closed -$10.2M – 1303
2019
Q4 		$10.2M Buy
272,373
+20,393
+8% +$768K 0.02% 629
2019
Q3 		$9.44M Buy
251,980
+812
+0.3% +$29.7K 0.02% 637
2019
Q2 		$8.87M Buy
251,168
+38,460
+18% +$1.34M 0.02% 607
2019
Q1 		$6.88M Sell
212,708
-55,962
-21% -$1.87M 0.01% 640
2018
Q4 		$7.58K Buy
268,670
+25,363
+10% +$854K 0.01% 612
2018
Q3 		$9.38M Buy
243,307
+32,564
+15% +$1.33M 0.02% 611
2018
Q2 		$8.31M Sell
210,743
-13,226
-6% -$521K 0.01% 631
2018
Q1 		$8.22M Buy
+223,969
New +$8.47M 0.01% 644
2013
Q4 		– Sell
-700
Closed -$16.4K – 1481
2013
Q3 		$16.4K Hold
700
– – ﹤0.01% 1424
2013
Q2 		$14.4K Buy
+700
New +$13.7K ﹤0.01% 1405

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Schroder Investment Management Group's AUB Position: Q1 2026 in Review

Schroder Investment Management Group reduced its Atlantic Union Bankshares (AUB) stake by 34% in Q1 2026, selling an estimated $11.2M and leaving 586,438 shares worth $20.3M. The position accounts for 0.02% of the portfolio, ranked #531.

Schroder Investment Management Group first reported a position in AUB in Q2 2013 and has held it in 16 quarters since. The position peaked at $31.4M in Q4 2025. 434 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Schroder Investment Management Group held 586,438 shares of Atlantic Union Bankshares worth $20.3M as of Q1 2026.
  • Schroder Investment Management Group sold 298,187 Atlantic Union Bankshares shares in Q1 2026, an estimated $11.2M.
  • Atlantic Union Bankshares made up 0.02% of Schroder Investment Management Group's portfolio in Q1 2026, its #531 holding.
  • Schroder Investment Management Group first reported a position in Atlantic Union Bankshares in Q2 2013 and has held it in 16 quarters since.
  • Schroder Investment Management Group's Atlantic Union Bankshares position peaked at $31.4M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.