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Sound Income Strategies’s Atlantic Union Bankshares AUB Stock Holding History

Sound Income Strategies’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 		– Sell
-607
Closed -$21.9K – 615
2026
Q1 		$21.9K Buy
607
+6
+1% +$226 ﹤0.01% 1141
2025
Q4 		$23.1K Buy
+601
New +$20.7K ﹤0.01% 1095
2018
Q1 		– Sell
-200
Closed -$7K – 591
2017
Q4 		$7K Buy
+200
New +$7.13K ﹤0.01% 273

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sound Income Strategies's AUB Position: Q2 2026 in Review

Sound Income Strategies sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 607 shares — an estimated $21.9K sold.

Sound Income Strategies first reported a position in AUB in Q4 2017 and held it in 3 quarters. The position peaked at $23.1K in Q4 2025. 298 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Sound Income Strategies reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 607 Atlantic Union Bankshares shares in Q2 2026, an estimated $21.9K.
  • Sound Income Strategies first reported a position in Atlantic Union Bankshares in Q4 2017 and held it in 3 quarters.
  • Sound Income Strategies's Atlantic Union Bankshares position peaked at $23.1K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.