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Tidal Investments’s Atlantic Union Bankshares AUB Stock Holding History

Tidal Investments’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
Q4 		– Sell
-13,002
Closed -$459K – 2135
2025
Q3 		$459K Buy
+13,002
New +$442K ﹤0.01% 1615
2025
Q2 		– Sell
-39,979
Closed -$1.24M – 1909
2025
Q1 		$1.24M Buy
39,979
+19,912
+99% +$707K 0.01% 884
2024
Q4 		$760K Buy
20,067
+1,990
+11% +$78.9K 0.01% 1150
2024
Q3 		$681K Hold
18,077
– – 0.01% 1227
2024
Q2 		$594K Buy
+18,077
New +$589K 0.01% 1214

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Tidal Investments's AUB Position: Q4 2025 in Review

Tidal Investments sold out of Atlantic Union Bankshares (AUB) in Q4 2025, closing a stake of 13,002 shares — an estimated $459K sold.

Tidal Investments first reported a position in AUB in Q2 2024 and held it in 5 quarters. The position peaked at $1.24M in Q1 2025. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

  • Tidal Investments reported no remaining Atlantic Union Bankshares position as of Q4 2025 after selling out during the quarter.
  • Tidal Investments sold 13,002 Atlantic Union Bankshares shares in Q4 2025, an estimated $459K.
  • Tidal Investments first reported a position in Atlantic Union Bankshares in Q2 2024 and held it in 5 quarters.
  • Tidal Investments's Atlantic Union Bankshares position peaked at $1.24M in Q1 2025.
  • 412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on Tidal Investments's 13F filing for Q4 2025, filed 13 Feb 2026.