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

Vest 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
Q3 		$1.86M Buy
+49,001
New +$2.02M 0.02% 343

Other funds holding AUB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vest Financial's AUB Position: Q3 2026 in Review

Vest Financial opened a new position in Atlantic Union Bankshares (AUB) in Q3 2026: 49,001 shares worth $1.86M. The stake represents 0.02% of the portfolio and ranks #343 among its holdings.

373 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Vest Financial held 49,001 shares of Atlantic Union Bankshares worth $1.86M as of Q3 2026.
  • Atlantic Union Bankshares was a new Vest Financial position in Q3 2026.
  • Atlantic Union Bankshares made up 0.02% of Vest Financial's portfolio in Q3 2026, its #343 holding.
  • 373 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.