Smartleaf Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Smartleaf Asset Management’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	$113K	Hold	2,671	–	–	﹤0.01%	1111
2026 Q1	$92.6K	Sell	2,671 -636	-19%	-$23.9K	﹤0.01%	1161
2025 Q4	$118K	Buy	3,307 +1,364	+70%	+$46.9K	﹤0.01%	1099
2025 Q3	$69.2K	Buy	1,943 +939	+94%	+$31.9K	﹤0.01%	1244
2025 Q2	$31.4K	Sell	1,004 -160	-14%	-$4.62K	﹤0.01%	1363
2025 Q1	$35.7K	Buy	1,164 +90	+8%	+$3.2K	﹤0.01%	1321
2024 Q4	$40.6K	Buy	1,074 +699	+186%	+$27.7K	﹤0.01%	1267
2024 Q3	$13.9K	Sell	375 -59	-14%	-$2.22K	﹤0.01%	1556
2024 Q2	$13.9K	Buy	+434	New	+$14.1K	﹤0.01%	1226

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

Smartleaf Asset Management's AUB Position: Q2 2026 in Review

Smartleaf Asset Management held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 2,671 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Smartleaf Asset Management first reported a position in AUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $118K in Q4 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Smartleaf Asset Management held 2,671 shares of Atlantic Union Bankshares worth $113K as of Q2 2026.
Smartleaf Asset Management left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1111 holding.
Smartleaf Asset Management first reported a position in Atlantic Union Bankshares in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Atlantic Union Bankshares position peaked at $118K in Q4 2025.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.