SouthState Corp’s Atlantic Union Bankshares AUB Stock Holding History

SouthState Corp’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	$183K	Hold	4,335	–	–	0.01%	356
2026 Q1	$155K	Hold	4,335	–	–	0.01%	340
2025 Q4	$153K	Hold	4,335	–	–	0.01%	342
2025 Q3	$153K	Hold	4,335	–	–	0.01%	344
2025 Q2	$136K	Hold	4,335	–	–	0.01%	390
2025 Q1	$135K	Hold	4,335	–	–	0.01%	384
2024 Q4	$164K	Hold	4,335	–	–	0.01%	273
2024 Q3	$163K	Hold	4,335	–	–	0.01%	267
2024 Q2	$142K	Hold	4,335	–	–	0.01%	273
2024 Q1	$153K	Hold	4,335	–	–	0.01%	269
2023 Q4	$158K	Sell	4,335 -490	-10%	-$15.4K	0.01%	259
2023 Q3	$139K	Hold	4,825	–	–	0.01%	259
2023 Q2	$125K	Sell	4,825 -187	-4%	-$5.27K	0.01%	274
2023 Q1	$176K	Hold	5,012	–	–	0.02%	260
2022 Q4	$176K	Sell	5,012 -634	-11%	-$21.7K	0.02%	274
2022 Q3	$172K	Sell	5,646 -26	-0.5%	-$876	0.02%	263
2022 Q2	$193K	Hold	5,672	–	–	0.02%	257
2022 Q1	$208K	Hold	5,672	–	–	0.02%	270
2021 Q4	$212K	Hold	5,672	–	–	0.02%	259
2021 Q3	$209K	Hold	5,672	–	–	0.02%	249
2021 Q2	$205K	Hold	5,672	–	–	0.02%	249
2021 Q1	$218K	Hold	5,672	–	–	0.02%	242
2020 Q4	$187K	Hold	5,672	–	–	0.02%	243
2020 Q3	$122K	Buy	+5,672	New	+$129K	0.01%	249
2020 Q1	–	Sell	-5,646	Closed	-$212K	–	225
2019 Q4	$212K	Sell	5,646 -400	-7%	-$15.1K	0.02%	231
2019 Q3	$225K	Sell	6,046 -135	-2%	-$4.93K	0.03%	219
2019 Q2	$218K	Sell	6,181 -779	-11%	-$27.1K	0.03%	235
2019 Q1	$225K	Buy	+6,960	New	+$232K	0.02%	249

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

SouthState Corp's AUB Position: Q2 2026 in Review

SouthState Corp held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 4,335 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #356.

SouthState Corp first reported a position in AUB in Q1 2019 and has held it in 28 quarters since. The position peaked at $225K in Q3 2019. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

SouthState Corp held 4,335 shares of Atlantic Union Bankshares worth $183K as of Q2 2026.
SouthState Corp left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #356 holding.
SouthState Corp first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 28 quarters since.
SouthState Corp's Atlantic Union Bankshares position peaked at $225K in Q3 2019.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.