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Vista Investment Management’s Atlantic Union Bankshares AUB Stock Holding History

Vista Investment Management’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 		$550K Hold
12,991
– – 0.17% 118
2026
Q1 		$464K Buy
12,991
+1,345
+12% +$50.6K 0.15% 123
2025
Q4 		$411K Buy
11,646
+590
+5% +$20.3K 0.14% 127
2025
Q3 		$390K Buy
11,056
+1,059
+11% +$36K 0.14% 130
2025
Q2 		$313K Buy
9,997
+798
+9% +$23K 0.12% 144
2025
Q1 		$286K Buy
9,199
+129
+1% +$4.58K 0.11% 148
2024
Q4 		$344K Sell
9,070
-50
-0.5% -$1.98K 0.13% 139
2024
Q3 		$344K Sell
9,120
-30
-0.3% -$1.13K 0.13% 139
2024
Q2 		$301K Hold
9,150
– – 0.12% 143
2024
Q1 		$323K Buy
9,150
+120
+1% +$4.12K 0.13% 143
2023
Q4 		$330K Buy
9,030
+395
+5% +$12.4K 0.15% 129
2023
Q3 		$249K Hold
8,635
– – 0.13% 145
2023
Q2 		$224K Buy
8,635
+2,354
+37% +$66.4K 0.11% 159
2023
Q1 		$220K Hold
6,281
– – 0.12% 158
2022
Q4 		$221K Buy
+6,281
New +$215K 0.13% 146
2022
Q3 		– Sell
-6,081
Closed -$206K – 158
2022
Q2 		$206K Buy
6,081
+612
+11% +$21.2K 0.12% 155
2022
Q1 		$201K Hold
5,469
– – 0.11% 162
2021
Q4 		$204K Hold
5,469
– – 0.11% 161
2021
Q3 		$202K Buy
+5,469
New +$197K 0.12% 154
2021
Q2 		– Sell
-5,469
Closed -$210K – 156
2021
Q1 		$210K Buy
+5,469
New +$202K 0.13% 148

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

Vista Investment Management's AUB Position: Q2 2026 in Review

Vista Investment Management held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 12,991 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #118.

Vista Investment Management first reported a position in AUB in Q1 2021 and has held it in 20 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Vista Investment Management held 12,991 shares of Atlantic Union Bankshares worth $550K as of Q2 2026.
  • Vista Investment Management left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up 0.17% of Vista Investment Management's portfolio in Q2 2026, its #118 holding.
  • Vista Investment Management first reported a position in Atlantic Union Bankshares in Q1 2021 and has held it in 20 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.