Steward Partners Investment Advisory’s Atlantic Union Bankshares AUB Stock Holding History

Steward Partners Investment Advisory’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	$99.2K	Sell	2,345 -288	-11%	-$11K	﹤0.01%	2590
2026 Q1	$94.1K	Buy	2,633 +1	+0%	+$38	﹤0.01%	2404
2025 Q4	$92.9K	Sell	2,632 -455	-15%	-$15.6K	﹤0.01%	2339
2025 Q3	$109K	Sell	3,087 -798	-21%	-$27.1K	﹤0.01%	2183
2025 Q2	$122K	Buy	3,885 +1,243	+47%	+$35.9K	﹤0.01%	1997
2025 Q1	$82.3K	Hold	2,642	–	–	﹤0.01%	2126
2024 Q4	$100K	Buy	2,642 +101	+4%	+$4K	﹤0.01%	1984
2024 Q3	$95.7K	Buy	2,541 +275	+12%	+$10.3K	﹤0.01%	1895
2024 Q2	$74.4K	Sell	2,266 -841	-27%	-$27.4K	﹤0.01%	1915
2024 Q1	$110K	Buy	3,107 +1,860	+149%	+$63.9K	﹤0.01%	1721
2023 Q4	$45.6K	Sell	1,247 -2,754	-69%	-$86.7K	﹤0.01%	2038
2023 Q3	$115K	Hold	4,001	–	–	﹤0.01%	1513
2023 Q2	$104K	Sell	4,001 -27,768	-87%	-$783K	﹤0.01%	1569
2023 Q1	$1.11M	Sell	31,769 -177	-0.6%	-$6.54K	0.02%	658
2022 Q4	$1.12M	Buy	31,946 +1,837	+6%	+$62.8K	0.02%	627
2022 Q3	$915K	Buy	30,109 +1,544	+5%	+$52K	0.02%	651
2022 Q2	$969K	Buy	28,565 +3	+0%	+$104	0.02%	641
2022 Q1	$1.05M	Buy	28,562 +2,071	+8%	+$82.7K	0.02%	670
2021 Q4	$988K	Buy	26,491 +2,475	+10%	+$89.9K	0.02%	693
2021 Q3	$885K	Buy	24,016 +1,349	+6%	+$48.6K	0.02%	705
2021 Q2	$821K	Buy	22,667 +80	+0.4%	+$3.14K	0.01%	753
2021 Q1	$866K	Hold	22,587	–	–	0.02%	695
2020 Q4	$744K	Sell	22,587 -405	-2%	-$11.6K	0.02%	653
2020 Q3	$491K	Buy	22,992 +9,743	+74%	+$222K	0.01%	672
2020 Q2	$307K	Buy	13,249 +1,775	+15%	+$40K	0.01%	750
2020 Q1	$251K	Buy	11,474 +1,503	+15%	+$46.6K	0.01%	728
2019 Q4	$374K	Buy	9,971 +397	+4%	+$14.9K	0.01%	703
2019 Q3	$356K	Buy	9,574 +2,007	+27%	+$73.4K	0.01%	674
2019 Q2	$267K	Buy	+7,567	New	+$264K	0.01%	729

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

Steward Partners Investment Advisory's AUB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Atlantic Union Bankshares (AUB) stake by 11% in Q2 2026, selling an estimated $11K and leaving 2,345 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Steward Partners Investment Advisory first reported a position in AUB in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.12M in Q4 2022. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Steward Partners Investment Advisory held 2,345 shares of Atlantic Union Bankshares worth $99.2K as of Q2 2026.
Steward Partners Investment Advisory sold 288 Atlantic Union Bankshares shares in Q2 2026, an estimated $11K.
Atlantic Union Bankshares made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2590 holding.
Steward Partners Investment Advisory first reported a position in Atlantic Union Bankshares in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Atlantic Union Bankshares position peaked at $1.12M in Q4 2022.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.