Vise Technologies
AUB icon

Vise Technologies’s Atlantic Union Bankshares AUB Stock Holding History

Vise Technologies’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 		$474K Buy
11,214
+5,075
+83% +$194K 0.01% 1185
2026
Q1 		$217K Hold
6,139
– – ﹤0.01% 1338
2025
Q4 		$217K Buy
+6,139
New +$211K ﹤0.01% 1348

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Vise Technologies's AUB Position: Q2 2026 in Review

Vise Technologies increased its Atlantic Union Bankshares (AUB) stake by 83% in Q2 2026, buying an estimated $194K and bringing the position to 11,214 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #1185.

Vise Technologies first reported a position in AUB in Q4 2025 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Vise Technologies held 11,214 shares of Atlantic Union Bankshares worth $474K as of Q2 2026.
  • Vise Technologies bought 5,075 Atlantic Union Bankshares shares in Q2 2026, an estimated $194K.
  • Atlantic Union Bankshares made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1185 holding.
  • Vise Technologies first reported a position in Atlantic Union Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.