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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 135 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.
135 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.