SVB Wealth’s Atlantic Union Bankshares AUB Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-598	Closed	-$18.6K	–	578
2025 Q1	$18.6K	Buy	+598	New	+$21.2K	﹤0.01%	760

Other funds holding AUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVB Wealth's AUB Position: Q2 2025 in Review

SVB Wealth sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 598 shares — an estimated $18.6K sold.

SVB Wealth first reported a position in AUB in Q1 2025 and held it in 1 quarter. The position peaked at $18.6K in Q1 2025. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

SVB Wealth reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 598 Atlantic Union Bankshares shares in Q2 2025, an estimated $18.6K.
SVB Wealth first reported a position in Atlantic Union Bankshares in Q1 2025 and held it in 1 quarter.
SVB Wealth's Atlantic Union Bankshares position peaked at $18.6K in Q1 2025.
384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.