Taylor Financial Group’s Atlantic Union Bankshares AUB Stock Holding History

Taylor Financial Group’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	$637K	Hold	15,056	–	–	0.35%	61
2026 Q1	$538K	Sell	15,056 -150	-1%	-$5.65K	0.33%	62
2025 Q4	$537K	Hold	15,206	–	–	0.32%	64
2025 Q3	$537K	Sell	15,206 -328	-2%	-$11.2K	0.31%	62
2025 Q2	$486K	Sell	15,534 -2,180	-12%	-$62.9K	0.3%	65
2025 Q1	$552K	Sell	17,714 -18	-0.1%	-$640	0.38%	54
2024 Q4	$672K	Hold	17,732	–	–	0.47%	45
2024 Q3	$668K	Hold	17,732	–	–	0.46%	46
2024 Q2	$582K	Buy	17,732 +3,971	+29%	+$129K	0.45%	48
2024 Q1	$486K	Sell	13,761 -4,060	-23%	-$139K	0.37%	56
2023 Q4	$651K	Buy	+17,821	New	+$561K	0.54%	46

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

Taylor Financial Group's AUB Position: Q2 2026 in Review

Taylor Financial Group held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 15,056 shares worth $637K. The position accounts for 0.35% of the portfolio, ranked #61.

Taylor Financial Group first reported a position in AUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $672K in Q4 2024. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Taylor Financial Group held 15,056 shares of Atlantic Union Bankshares worth $637K as of Q2 2026.
Taylor Financial Group left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up 0.35% of Taylor Financial Group's portfolio in Q2 2026, its #61 holding.
Taylor Financial Group first reported a position in Atlantic Union Bankshares in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Atlantic Union Bankshares position peaked at $672K in Q4 2024.
453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.