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
Q2 		$32.4M Buy
767,417
+180,979
+31% +$6.91M 0.02% 448
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 Sell
251,980
-250,356
-50% -$9.15M 0.02% 637
2019
Q2 		$17.7M Buy
502,336
+289,628
+136% +$10.1M 0.01% 620
2019
Q1 		$6.88M Sell
212,708
-55,962
-21% -$1.87M 0.01% 640
2018
Q4 		$7.58M 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 $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

Schroder Investment Management Group's AUB Position: Q2 2026 in Review

Schroder Investment Management Group increased its Atlantic Union Bankshares (AUB) stake by 31% in Q2 2026, buying an estimated $6.91M and bringing the position to 767,417 shares worth $32.4M. The position accounts for 0.02% of the portfolio, ranked #448.

Schroder Investment Management Group first reported a position in AUB in Q2 2013 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Schroder Investment Management Group held 767,417 shares of Atlantic Union Bankshares worth $32.4M as of Q2 2026.
  • Schroder Investment Management Group bought 180,979 Atlantic Union Bankshares shares in Q2 2026, an estimated $6.91M.
  • Atlantic Union Bankshares made up 0.02% of Schroder Investment Management Group's portfolio in Q2 2026, its #448 holding.
  • Schroder Investment Management Group first reported a position in Atlantic Union Bankshares in Q2 2013 and has held it in 17 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.