Truist Financial
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Truist Financial’s Atlantic Union Bankshares AUB Stock Holding History

Truist Financial’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 		$3.48M Sell
82,258
-7,104
-8% -$271K ﹤0.01% 1099
2026
Q1 		$3.19M Sell
89,362
-10,495
-11% -$395K ﹤0.01% 1068
2025
Q4 		$3.52M Sell
99,857
-81,407
-45% -$2.8M ﹤0.01% 1005
2025
Q3 		$6.4M Buy
181,264
+18,107
+11% +$616K 0.01% 775
2025
Q2 		$5.1M Buy
163,157
+46,353
+40% +$1.34M 0.01% 848
2025
Q1 		$3.64M Buy
116,804
+5,872
+5% +$209K 0.01% 957
2024
Q4 		$4.2M Buy
110,932
+3,063
+3% +$121K 0.01% 911
2024
Q3 		$4.06M Buy
107,869
+421
+0.4% +$15.8K 0.01% 918
2024
Q2 		$3.53M Sell
107,448
-11,271
-9% -$367K 0.01% 1005
2024
Q1 		$4.19M Buy
118,719
+1,321
+1% +$45.4K 0.01% 949
2023
Q4 		$4.29M Buy
117,398
+1,700
+1% +$53.5K 0.01% 925
2023
Q3 		$3.33M Buy
115,698
+81
+0.1% +$2.41K 0.01% 1005
2023
Q2 		$3M Sell
115,617
-977
-0.8% -$27.5K 0.01% 1064
2023
Q1 		$4.09M Sell
116,594
-165
-0.1% -$6.1K 0.01% 904
2022
Q4 		$4.1M Sell
116,759
-2,506
-2% -$85.6K 0.01% 886
2022
Q3 		$3.62M Buy
119,265
+3,746
+3% +$126K 0.01% 910
2022
Q2 		$3.92M Sell
115,519
-21,869
-16% -$757K 0.01% 897
2022
Q1 		$5.04M Buy
137,388
+6,436
+5% +$257K 0.01% 880
2021
Q4 		$4.88M Buy
130,952
+293
+0.2% +$10.6K 0.01% 896
2021
Q3 		$4.82M Buy
130,659
+29,799
+30% +$1.07M 0.01% 894
2021
Q2 		$3.65M Buy
100,860
+32,878
+48% +$1.29M 0.01% 1013
2021
Q1 		$2.61M Sell
67,982
-8,318
-11% -$307K ﹤0.01% 1118
2020
Q4 		$2.51M Buy
76,300
+512
+0.7% +$14.7K ﹤0.01% 1074
2020
Q3 		$1.62M Buy
75,788
+451
+0.6% +$10.3K ﹤0.01% 1157
2020
Q2 		$1.75M Sell
75,337
-9,045
-11% -$204K ﹤0.01% 1088
2020
Q1 		$1.85M Sell
84,382
-4,990
-6% -$155K ﹤0.01% 1008
2019
Q4 		$3.36M Buy
+89,372
New +$3.36M 0.01% 914

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
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

Truist Financial's AUB Position: Q2 2026 in Review

Truist Financial reduced its Atlantic Union Bankshares (AUB) stake by 7.9% in Q2 2026, selling an estimated $271K and leaving 82,258 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Truist Financial first reported a position in AUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.4M in Q3 2025. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Truist Financial held 82,258 shares of Atlantic Union Bankshares worth $3.48M as of Q2 2026.
  • Truist Financial sold 7,104 Atlantic Union Bankshares shares in Q2 2026, an estimated $271K.
  • Atlantic Union Bankshares made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1099 holding.
  • Truist Financial first reported a position in Atlantic Union Bankshares in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Atlantic Union Bankshares position peaked at $6.4M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.