Susquehanna Fundamental Investments’s Atlantic Union Bankshares AUB Stock Holding History

Susquehanna Fundamental 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	$6.31M	Buy	149,189 +110,560	+286%	+$4.22M	0.12%	193
2026 Q1	$1.38M	Buy	+38,629	New	+$1.45M	0.05%	263
2025 Q1	–	Sell	-10,357	Closed	-$392K	–	1073
2024 Q4	$392K	Buy	+10,357	New	+$410K	0.01%	899
2023 Q2	–	Sell	-20,825	Closed	-$730K	–	651
2023 Q1	$730K	Sell	20,825 -1,527	-7%	-$56.5K	0.02%	593
2022 Q4	$785K	Sell	22,352 -8,038	-26%	-$275K	0.01%	727
2022 Q3	$923K	Buy	+30,390	New	+$1.02M	0.02%	827
2022 Q1	$1.23M	Buy	+33,473	New	+$1.34M	0.02%	750

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

Susquehanna Fundamental Investments's AUB Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Atlantic Union Bankshares (AUB) stake by 286% in Q2 2026, buying an estimated $4.22M and bringing the position to 149,189 shares worth $6.31M. The position accounts for 0.12% of the portfolio, ranked #193.

Susquehanna Fundamental Investments first reported a position in AUB in Q1 2022 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Susquehanna Fundamental Investments held 149,189 shares of Atlantic Union Bankshares worth $6.31M as of Q2 2026.
Susquehanna Fundamental Investments bought 110,560 Atlantic Union Bankshares shares in Q2 2026, an estimated $4.22M.
Atlantic Union Bankshares made up 0.12% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #193 holding.
Susquehanna Fundamental Investments first reported a position in Atlantic Union Bankshares in Q1 2022 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.