Yousif Capital Management
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Yousif Capital Management’s Atlantic Union Bankshares AUB Stock Holding History

Yousif Capital 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 		$1.64M Buy
38,704
+245
+0.6% +$9.35K 0.02% 783
2026
Q1 		$1.37M Sell
38,459
-452
-1% -$17K 0.02% 873
2025
Q4 		$1.45M Sell
38,911
-5,775
-13% -$198K 0.02% 886
2025
Q3 		$1.58M Sell
44,686
-8,949
-17% -$304K 0.02% 849
2025
Q2 		$1.68M Buy
53,635
+20,493
+62% +$591K 0.02% 832
2025
Q1 		$1.03M Sell
33,142
-866
-3% -$30.8K 0.01% 1091
2024
Q4 		$1.29M Sell
34,008
-686
-2% -$27.2K 0.01% 1001
2024
Q3 		$1.31M Sell
34,694
-1,213
-3% -$45.6K 0.01% 1011
2024
Q2 		$1.18M Buy
35,907
+2,058
+6% +$67.1K 0.01% 1046
2024
Q1 		$1.2M Sell
33,849
-3,222
-9% -$111K 0.01% 1106
2023
Q4 		$1.35M Sell
37,071
-50
-0.1% -$1.57K 0.02% 1053
2023
Q3 		$1.07M Sell
37,121
-2,488
-6% -$74K 0.01% 1105
2023
Q2 		$1.03M Sell
39,609
-2,069
-5% -$58.3K 0.01% 1136
2023
Q1 		$1.46M Buy
+41,678
New +$1.54M 0.02% 934

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 $3.38T AUM 44.17% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Yousif Capital Management's AUB Position: Q2 2026 in Review

Yousif Capital Management increased its Atlantic Union Bankshares (AUB) stake by 0.64% in Q2 2026, buying an estimated $9.35K and bringing the position to 38,704 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #783.

Yousif Capital Management first reported a position in AUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.68M in Q2 2025. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Yousif Capital Management held 38,704 shares of Atlantic Union Bankshares worth $1.64M as of Q2 2026.
  • Yousif Capital Management bought 245 Atlantic Union Bankshares shares in Q2 2026, an estimated $9.35K.
  • Atlantic Union Bankshares made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #783 holding.
  • Yousif Capital Management first reported a position in Atlantic Union Bankshares in Q1 2023 and has held it in 14 quarters since.
  • Yousif Capital Management's Atlantic Union Bankshares position peaked at $1.68M in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.