SA
AUB icon

Sovran Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Sovran Advisors’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 		$1.81M Buy
42,074
+2,842
+7% +$108K 0.14% 172
2026
Q1 		$1.48M Buy
39,232
+7,846
+25% +$295K 0.12% 187
2025
Q4 		$1.2M Buy
+31,386
New +$1.08M 0.1% 202

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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 $15.4B AUM 30.35% 1-Year Est. Return

Sovran Advisors's AUB Position: Q2 2026 in Review

Sovran Advisors increased its Atlantic Union Bankshares (AUB) stake by 7.2% in Q2 2026, buying an estimated $108K and bringing the position to 42,074 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #172.

Sovran Advisors first reported a position in AUB in Q4 2025 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Sovran Advisors held 42,074 shares of Atlantic Union Bankshares worth $1.81M as of Q2 2026.
  • Sovran Advisors bought 2,842 Atlantic Union Bankshares shares in Q2 2026, an estimated $108K.
  • Atlantic Union Bankshares made up 0.14% of Sovran Advisors's portfolio in Q2 2026, its #172 holding.
  • Sovran Advisors first reported a position in Atlantic Union Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.