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 Q2	$4.23K	Hold	100	–	–	﹤0.01%	8271
2026 Q1	$3.57K	Hold	100	–	–	﹤0.01%	8088
2025 Q4	$3.53K	Hold	100	–	–	﹤0.01%	7613
2025 Q3	$3K	Buy	+100	New	+$3.4K	﹤0.01%	8468
2023 Q2	–	Sell	-800	Closed	-$28K	–	8929
2023 Q1	$28K	Buy	+800	New	+$29.6K	﹤0.01%	6545
2022 Q2	–	Sell	-1,000	Closed	-$36K	–	9909
2022 Q1	$36K	Hold	1,000	–	–	﹤0.01%	7564
2021 Q4	$37K	Buy	+1,000	New	+$36.3K	﹤0.01%	7616

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Simplex Trading's AUB Position: Q2 2026 in Review

Simplex Trading increased its Atlantic Union Bankshares (AUB) stake by 26% in Q2 2026, buying an estimated $343 and bringing the position to 44 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #8661.

Simplex Trading first reported a position in AUB in Q4 2021 and has held it in 6 quarters since. The position peaked at $26K in Q1 2023. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Simplex Trading held 44 shares of Atlantic Union Bankshares worth $1.86K as of Q2 2026.
Simplex Trading bought 9 Atlantic Union Bankshares shares in Q2 2026, an estimated $343.
Atlantic Union Bankshares made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8661 holding.
Simplex Trading first reported a position in Atlantic Union Bankshares in Q4 2021 and has held it in 6 quarters since.
Simplex Trading's Atlantic Union Bankshares position peaked at $26K in Q1 2023.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.