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SPC Financial Inc’s Atlantic Union Bankshares AUB Stock Holding History

SPC Financial Inc’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
2025
Q3 		$2.01M Hold
56,870
– – 0.16% 79
2025
Q2 		$1.78M Buy
+56,870
New +$1.64M 0.15% 83

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SPC Financial Inc's AUB Position: Q3 2025 in Review

SPC Financial Inc held its Atlantic Union Bankshares (AUB) position steady in Q3 2025 at 56,870 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #79.

SPC Financial Inc first reported a position in AUB in Q2 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold AUB as of Q3 2025.

  • SPC Financial Inc held 56,870 shares of Atlantic Union Bankshares worth $2.01M as of Q3 2025.
  • SPC Financial Inc left its Atlantic Union Bankshares share count unchanged in Q3 2025.
  • Atlantic Union Bankshares made up 0.16% of SPC Financial Inc's portfolio in Q3 2025, its #79 holding.
  • SPC Financial Inc first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.