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SummitTX Capital’s Atlantic Union Bankshares AUB Stock Holding History

SummitTX Capital’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
-7,214
Closed -$258K – 781
2026
Q1 		$258K Buy
+7,214
New +$272K 0.01% 666
2025
Q2 		– Sell
-52,037
Closed -$1.62M – 744
2025
Q1 		$1.62M Buy
+52,037
New +$1.85M 0.07% 287

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

SummitTX Capital's AUB Position: Q2 2026 in Review

SummitTX Capital sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 7,214 shares — an estimated $258K sold.

SummitTX Capital first reported a position in AUB in Q1 2025 and held it in 2 quarters. The position peaked at $1.62M in Q1 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • SummitTX Capital reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 7,214 Atlantic Union Bankshares shares in Q2 2026, an estimated $258K.
  • SummitTX Capital first reported a position in Atlantic Union Bankshares in Q1 2025 and held it in 2 quarters.
  • SummitTX Capital's Atlantic Union Bankshares position peaked at $1.62M in Q1 2025.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

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