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Sequoia Financial Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-5,826
Closed -$206K – 1940
2025
Q4 		$206K Buy
+5,826
New +$200K ﹤0.01% 1796

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Sequoia Financial Advisors's AUB Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Atlantic Union Bankshares (AUB) in Q1 2026, closing a stake of 5,826 shares — an estimated $206K sold.

Sequoia Financial Advisors first reported a position in AUB in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 435 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Atlantic Union Bankshares position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,826 Atlantic Union Bankshares shares in Q1 2026, an estimated $206K.
  • Sequoia Financial Advisors first reported a position in Atlantic Union Bankshares in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Atlantic Union Bankshares position peaked at $206K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.