Stieven Capital Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Stieven Capital Advisors’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	$29.4M	Sell	693,749 -46,408	-6%	-$1.77M	5.6%	3
2026 Q1	$26.5M	Sell	740,157 -2,500	-0.3%	-$94.1K	5.65%	3
2025 Q4	$26.2M	Buy	742,657 +58,300	+9%	+$2M	4.86%	5
2025 Q3	$24.2M	Buy	684,357 +1,000	+0.1%	+$34K	4.55%	6
2025 Q2	$21.4M	Buy	683,357 +268,357	+65%	+$7.75M	4.17%	6
2025 Q1	$12.9M	Buy	+415,000	New	+$14.7M	2.5%	16

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

Stieven Capital Advisors's AUB Position: Q2 2026 in Review

Stieven Capital Advisors reduced its Atlantic Union Bankshares (AUB) stake by 6.3% in Q2 2026, selling an estimated $1.77M and leaving 693,749 shares worth $29.4M. The position accounts for 5.6% of the portfolio, ranked #3.

Stieven Capital Advisors first reported a position in AUB in Q1 2025 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Stieven Capital Advisors held 693,749 shares of Atlantic Union Bankshares worth $29.4M as of Q2 2026.
Stieven Capital Advisors sold 46,408 Atlantic Union Bankshares shares in Q2 2026, an estimated $1.77M.
Atlantic Union Bankshares made up 5.6% of Stieven Capital Advisors's portfolio in Q2 2026, its #3 holding.
Stieven Capital Advisors first reported a position in Atlantic Union Bankshares in Q1 2025 and has held it in 6 quarters since.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

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