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TFC Financial Management’s Atlantic Union Bankshares AUB Stock Holding History

TFC Financial Management’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
-1
Closed -$32 – 985
2025
Q1 		$32 Hold
1
– – ﹤0.01% 921
2024
Q4 		$38 Hold
1
– – ﹤0.01% 925
2024
Q3 		$38 Hold
1
– – ﹤0.01% 945
2024
Q2 		$33 Buy
+1
New +$33 ﹤0.01% 939

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFC Financial Management's AUB Position: Q2 2025 in Review

TFC Financial Management sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 1 share — an estimated $32 sold.

TFC Financial Management first reported a position in AUB in Q2 2024 and held it in 4 quarters. The position peaked at $38 in Q4 2024. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

  • TFC Financial Management reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Atlantic Union Bankshares share in Q2 2025, an estimated $32.
  • TFC Financial Management first reported a position in Atlantic Union Bankshares in Q2 2024 and held it in 4 quarters.
  • TFC Financial Management's Atlantic Union Bankshares position peaked at $38 in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.