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Summit Global Investments’s Atlantic Union Bankshares AUB Stock Holding History

Summit Global Investments’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 		$241K Sell
5,690
-5,773
-50% -$220K 0.01% 493
2026
Q1 		$410K Sell
11,463
-507
-4% -$19.1K 0.02% 366
2025
Q4 		$423K Sell
11,970
-132
-1% -$4.54K 0.03% 361
2025
Q3 		$427K Sell
12,102
-450
-4% -$15.3K 0.02% 332
2025
Q2 		$393K Buy
+12,552
New +$362K 0.02% 342

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

Summit Global Investments's AUB Position: Q2 2026 in Review

Summit Global Investments reduced its Atlantic Union Bankshares (AUB) stake by 50% in Q2 2026, selling an estimated $220K and leaving 5,690 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #493.

Summit Global Investments first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $427K in Q3 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Summit Global Investments held 5,690 shares of Atlantic Union Bankshares worth $241K as of Q2 2026.
  • Summit Global Investments sold 5,773 Atlantic Union Bankshares shares in Q2 2026, an estimated $220K.
  • Atlantic Union Bankshares made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #493 holding.
  • Summit Global Investments first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Atlantic Union Bankshares position peaked at $427K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.