Vident Advisory’s Atlantic Union Bankshares AUB Stock Holding History

Vident Advisory’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	$1.2M	Sell	28,260 -2,630	-9%	-$100K	0.01%	891
2026 Q1	$1.1M	Buy	30,890 +14,962	+94%	+$563K	0.01%	836
2025 Q4	$562K	Sell	15,928 -225	-1%	-$7.73K	0.01%	1109
2025 Q3	$570K	Buy	+16,153	New	+$549K	0.01%	1129

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 $3.38T AUM 44.17% 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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Vident Advisory's AUB Position: Q2 2026 in Review

Vident Advisory reduced its Atlantic Union Bankshares (AUB) stake by 8.5% in Q2 2026, selling an estimated $100K and leaving 28,260 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #891.

Vident Advisory first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Vident Advisory held 28,260 shares of Atlantic Union Bankshares worth $1.2M as of Q2 2026.
Vident Advisory sold 2,630 Atlantic Union Bankshares shares in Q2 2026, an estimated $100K.
Atlantic Union Bankshares made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #891 holding.
Vident Advisory first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.