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WBI Investments’s Atlantic Union Bankshares AUB Stock Holding History

WBI Investments’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
2025
Q4 		– Sell
-21,844
Closed -$771K – 315
2025
Q3 		$771K Sell
21,844
-7,405
-25% -$252K 0.2% 141
2025
Q2 		$915K Buy
+29,249
New +$844K 0.24% 126
2018
Q2 		– Sell
-38,073
Closed -$1.4M – 233
2018
Q1 		$1.4M Buy
+38,073
New +$1.44M 0.07% 133
2015
Q1 		– Sell
-46,335
Closed -$1.12M – 224
2014
Q4 		$1.12M Buy
+46,335
New +$1.07M 0.03% 155

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WBI Investments's AUB Position: Q4 2025 in Review

WBI Investments sold out of Atlantic Union Bankshares (AUB) in Q4 2025, closing a stake of 21,844 shares — an estimated $771K sold.

WBI Investments first reported a position in AUB in Q4 2014 and held it in 4 quarters. The position peaked at $1.4M in Q1 2018. 413 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

  • WBI Investments reported no remaining Atlantic Union Bankshares position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 21,844 Atlantic Union Bankshares shares in Q4 2025, an estimated $771K.
  • WBI Investments first reported a position in Atlantic Union Bankshares in Q4 2014 and held it in 4 quarters.
  • WBI Investments's Atlantic Union Bankshares position peaked at $1.4M in Q1 2018.
  • 413 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.