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SJS Investment Consulting’s Atlantic Union Bankshares AUB Stock Holding History

SJS Investment Consulting’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 		$7.24K Buy
171
+156
+1,040% +$5.95K ﹤0.01% 1224
2026
Q1 		$537 Buy
15
+6
+67% +$226 ﹤0.01% 1711
2025
Q4 		$318 Hold
9
– – ﹤0.01% 1664
2025
Q3 		$318 Hold
9
– – ﹤0.01% 1353
2025
Q2 		$282 Sell
9
-6
-40% -$173 ﹤0.01% 1273
2025
Q1 		$468 Hold
15
– – ﹤0.01% 1269
2024
Q4 		$569 Sell
15
-3
-17% -$119 ﹤0.01% 1197
2024
Q3 		$679 Hold
18
– – ﹤0.01% 1219
2024
Q2 		$592 Hold
18
– – ﹤0.01% 1228
2024
Q1 		$636 Sell
18
-2
-10% -$69 ﹤0.01% 1208
2023
Q4 		$731 Buy
20
+3
+18% +$94 ﹤0.01% 1081
2023
Q3 		$490 Buy
17
+2
+13% +$59 ﹤0.01% 1222
2023
Q2 		$390 Sell
15
-3
-17% -$85 ﹤0.01% 1240
2023
Q1 		$631 Sell
18
-1
-5% -$37 ﹤0.01% 1069
2022
Q4 		$668 Buy
19
+7
+58% +$239 ﹤0.01% 1125
2022
Q3 		$0 Buy
+12
New +$404 ﹤0.01% 1044
2022
Q1 		$0 Buy
+3
New +$120 ﹤0.01% 716

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

SJS Investment Consulting's AUB Position: Q2 2026 in Review

SJS Investment Consulting increased its Atlantic Union Bankshares (AUB) stake by 1,040% in Q2 2026, buying an estimated $5.95K and bringing the position to 171 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

SJS Investment Consulting first reported a position in AUB in Q1 2022 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • SJS Investment Consulting held 171 shares of Atlantic Union Bankshares worth $7.24K as of Q2 2026.
  • SJS Investment Consulting bought 156 Atlantic Union Bankshares shares in Q2 2026, an estimated $5.95K.
  • Atlantic Union Bankshares made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1224 holding.
  • SJS Investment Consulting first reported a position in Atlantic Union Bankshares in Q1 2022 and has held it in 17 quarters since.
  • 222 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.