Simplex Trading’s Atlantic Union Bankshares AUB Stock Holding History

Simplex Trading’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	-600	Closed	-$21.2K	–	9025
2025 Q4	$21.2K	Hold	600	–	–	﹤0.01%	6427
2025 Q3	$21K	Buy	+600	New	+$20.4K	﹤0.01%	7276
2022 Q2	–	Sell	-5,100	Closed	-$187K	–	9908
2022 Q1	$187K	Buy	+5,100	New	+$204K	﹤0.01%	5249
2018 Q4	–	Sell	-2	Closed	-$7K	–	6970
2018 Q3	$7K	Buy	+2	New	+$82	﹤0.01%	6589
2018 Q2	–	Sell	-41	Closed	-$42K	–	7336
2018 Q1	$42K	Buy	+41	New	+$1.55K	﹤0.01%	2597
2017 Q2	–	Sell	-20	Closed	-$2K	–	6062
2017 Q1	$2K	Buy	+20	New	+$716	﹤0.01%	5197

Other funds holding AUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Simplex Trading's AUB Position: Q1 2026 in Review

Simplex Trading opened a new position in Atlantic Union Bankshares (AUB) in Q1 2026: 35 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #8525 among its holdings. This is a return to the name: Simplex Trading previously reported a position in AUB as recently as Q1 2023.

Simplex Trading first reported a position in AUB in Q4 2021 and has held it in 5 quarters since. The position peaked at $26K in Q1 2023. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

Simplex Trading held 35 shares of Atlantic Union Bankshares worth $1.25K as of Q1 2026.
Atlantic Union Bankshares was a new Simplex Trading position in Q1 2026.
Atlantic Union Bankshares made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8525 holding.
Simplex Trading first reported a position in Atlantic Union Bankshares in Q4 2021 and has held it in 5 quarters since.
Simplex Trading's Atlantic Union Bankshares position peaked at $26K in Q1 2023.
433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.