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Westbourne Investments’s Atlantic Union Bankshares AUB Stock Holding History

Westbourne 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
2026
Q1 		$2.31M Buy
64,758
+51,258
+380% +$1.93M 1.1% 29
2025
Q4 		$477K Hold
13,500
– – 0.22% 88
2025
Q3 		$439K Hold
13,500
– – 0.21% 83
2025
Q2 		$422K Buy
+13,500
New +$390K 0.23% 89

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Westbourne Investments's AUB Position: Q1 2026 in Review

Westbourne Investments increased its Atlantic Union Bankshares (AUB) stake by 380% in Q1 2026, buying an estimated $1.93M and bringing the position to 64,758 shares worth $2.31M. The position accounts for 1.1% of the portfolio, ranked #29.

Westbourne Investments first reported a position in AUB in Q2 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Westbourne Investments held 64,758 shares of Atlantic Union Bankshares worth $2.31M as of Q1 2026.
  • Westbourne Investments bought 51,258 Atlantic Union Bankshares shares in Q1 2026, an estimated $1.93M.
  • Atlantic Union Bankshares made up 1.1% of Westbourne Investments's portfolio in Q1 2026, its #29 holding.
  • Westbourne Investments first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.