Spire Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Spire Wealth 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	$107K	Hold	2,524	–	–	﹤0.01%	957
2026 Q1	$90.2K	Hold	2,524	–	–	﹤0.01%	996
2025 Q4	$89.1K	Hold	2,524	–	–	﹤0.01%	1016
2025 Q3	$89.1K	Buy	2,524 +5	+0.2%	+$170	﹤0.01%	1027
2025 Q2	$78.8K	Buy	+2,519	New	+$72.7K	﹤0.01%	1060
2024 Q4	–	Sell	-4,935	Closed	-$186K	–	2446
2024 Q3	$186K	Buy	+4,935	New	+$186K	0.01%	743

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

Spire Wealth Management's AUB Position: Q2 2026 in Review

Spire Wealth Management held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 2,524 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Spire Wealth Management first reported a position in AUB in Q3 2024 and has held it in 6 quarters since. The position peaked at $186K in Q3 2024. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Spire Wealth Management held 2,524 shares of Atlantic Union Bankshares worth $107K as of Q2 2026.
Spire Wealth Management left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #957 holding.
Spire Wealth Management first reported a position in Atlantic Union Bankshares in Q3 2024 and has held it in 6 quarters since.
Spire Wealth Management's Atlantic Union Bankshares position peaked at $186K in Q3 2024.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.