Wealthspire Advisors (New York)’s Atlantic Union Bankshares AUB Stock Holding History

Wealthspire Advisors (New York)’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	$2.54M	Sell	59,958 -617	-1%	-$23.5K	0.01%	375
2026 Q1	$2.16M	Buy	60,575 +54,709	+933%	+$2.06M	0.02%	278
2025 Q4	$207K	Buy	5,866 +599	+11%	+$20.6K	﹤0.01%	962
2025 Q3	$186K	Sell	5,267 -2,227	-30%	-$75.7K	﹤0.01%	817
2025 Q2	$234K	Buy	+7,494	New	+$216K	﹤0.01%	739
2024 Q2	–	Sell	-44,848	Closed	-$1.58M	–	667
2024 Q1	$1.58M	Hold	44,848	–	–	0.02%	237
2023 Q4	$1.64M	Sell	44,848 -10,000	-18%	-$315K	0.02%	226
2023 Q3	$1.58M	Hold	54,848	–	–	0.03%	201
2023 Q2	$1.42M	Hold	54,848	–	–	0.02%	198
2023 Q1	$1.92M	Hold	54,848	–	–	0.03%	159
2022 Q4	$1.93M	Hold	54,848	–	–	0.04%	159
2022 Q3	$1.67M	Buy	54,848 +6,825	+14%	+$230K	0.03%	162
2022 Q2	$1.63M	Hold	48,023	–	–	0.03%	156
2022 Q1	$1.76M	Hold	48,023	–	–	0.04%	136
2021 Q4	$1.79M	Sell	48,023 -29,668	-38%	-$1.08M	0.04%	157
2021 Q3	$2.86M	Buy	77,691 +333	+0.4%	+$12K	0.06%	131
2021 Q2	$2.8M	Hold	77,358	–	–	0.07%	94
2021 Q1	$2.97M	Buy	77,358 +500	+0.7%	+$18.4K	0.07%	130
2020 Q4	$2.53M	Buy	+76,858	New	+$2.21M	0.08%	115
2020 Q2	–	Sell	-126,658	Closed	-$2.77M	–	299
2020 Q1	$2.77M	Buy	+126,658	New	+$3.92M	0.12%	99

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

Wealthspire Advisors (New York)'s AUB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Atlantic Union Bankshares (AUB) stake by 1% in Q2 2026, selling an estimated $23.5K and leaving 59,958 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #375.

Wealthspire Advisors (New York) first reported a position in AUB in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.97M in Q1 2021. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Wealthspire Advisors (New York) held 59,958 shares of Atlantic Union Bankshares worth $2.54M as of Q2 2026.
Wealthspire Advisors (New York) sold 617 Atlantic Union Bankshares shares in Q2 2026, an estimated $23.5K.
Atlantic Union Bankshares made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #375 holding.
Wealthspire Advisors (New York) first reported a position in Atlantic Union Bankshares in Q1 2020 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s Atlantic Union Bankshares position peaked at $2.97M in Q1 2021.
454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.