Steve Schonfeld’s Atlantic Union Bankshares AUB Stock Holding History

Steve Schonfeld’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	–	Sell	-5,677	Closed	-$203K	–	2603
2026 Q1	$203K	Sell	5,677 -1,591	-22%	-$59.9K	﹤0.01%	1738
2025 Q4	$257K	Buy	+7,268	New	+$250K	﹤0.01%	1625
2025 Q2	–	Sell	-164,300	Closed	-$5.12M	–	2036
2025 Q1	$5.12M	Buy	164,300 +14,600	+10%	+$519K	0.03%	515
2024 Q4	$5.67M	Buy	+149,700	New	+$5.93M	0.03%	465
2024 Q2	–	Sell	-78,026	Closed	-$2.76M	–	2144
2024 Q1	$2.76M	Buy	+78,026	New	+$2.68M	0.02%	879
2023 Q1	–	Sell	-36,733	Closed	-$1.29M	–	2097
2022 Q4	$1.29M	Buy	36,733 +27,931	+317%	+$954K	0.01%	1022
2022 Q3	$268K	Buy	+8,802	New	+$297K	﹤0.01%	2154
2019 Q1	–	Sell	-13,496	Closed	-$381K	–	1043
2018 Q4	$381K	Buy	+13,496	New	+$454K	0.01%	742

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

Steve Schonfeld's AUB Position: Q2 2026 in Review

Steve Schonfeld sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 5,677 shares — an estimated $203K sold.

Steve Schonfeld first reported a position in AUB in Q4 2018 and held it in 8 quarters. The position peaked at $5.67M in Q4 2024. 450 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Steve Schonfeld reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
Steve Schonfeld sold 5,677 Atlantic Union Bankshares shares in Q2 2026, an estimated $203K.
Steve Schonfeld first reported a position in Atlantic Union Bankshares in Q4 2018 and held it in 8 quarters.
Steve Schonfeld's Atlantic Union Bankshares position peaked at $5.67M in Q4 2024.
450 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.