TD Private Client Wealth’s Atlantic Union Bankshares AUB Stock Holding History

TD Private Client 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
2026 Q2	$23.3K	Buy	551 +527	+2,196%	+$20.1K	﹤0.01%	1018
2026 Q1	$858	Buy	+24	New	+$904	﹤0.01%	1416
2024 Q2	–	Sell	-139	Closed	-$4.91K	–	1221
2024 Q1	$4.91K	Sell	139 -343	-71%	-$11.8K	﹤0.01%	1095
2023 Q4	$17.6K	Hold	482	–	–	﹤0.01%	966
2023 Q3	$13.9K	Sell	482 -264	-35%	-$7.85K	﹤0.01%	988
2023 Q2	$19.4K	Hold	746	–	–	﹤0.01%	948
2023 Q1	$26.1K	Buy	746 +482	+183%	+$17.8K	﹤0.01%	895
2022 Q4	$9.28K	Buy	+264	New	+$9.02K	﹤0.01%	1019

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

TD Private Client Wealth's AUB Position: Q2 2026 in Review

TD Private Client Wealth increased its Atlantic Union Bankshares (AUB) stake by 2,196% in Q2 2026, buying an estimated $20.1K and bringing the position to 551 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

TD Private Client Wealth first reported a position in AUB in Q4 2022 and has held it in 8 quarters since. The position peaked at $26.1K in Q1 2023. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

TD Private Client Wealth held 551 shares of Atlantic Union Bankshares worth $23.3K as of Q2 2026.
TD Private Client Wealth bought 527 Atlantic Union Bankshares shares in Q2 2026, an estimated $20.1K.
Atlantic Union Bankshares made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1018 holding.
TD Private Client Wealth first reported a position in Atlantic Union Bankshares in Q4 2022 and has held it in 8 quarters since.
TD Private Client Wealth's Atlantic Union Bankshares position peaked at $26.1K in Q1 2023.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.