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Stephens Consulting’s Atlantic Union Bankshares AUB Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-40
Closed -$1.25K – 1270
2025
Q1 		$1.25K Buy
+40
New +$1.42K ﹤0.01% 557

Other funds holding AUB

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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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Consulting's AUB Position: Q2 2025 in Review

Stephens Consulting sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 40 shares — an estimated $1.25K sold.

Stephens Consulting first reported a position in AUB in Q1 2025 and held it in 1 quarter. The position peaked at $1.25K in Q1 2025. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

  • Stephens Consulting reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 40 Atlantic Union Bankshares shares in Q2 2025, an estimated $1.25K.
  • Stephens Consulting first reported a position in Atlantic Union Bankshares in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Atlantic Union Bankshares position peaked at $1.25K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.