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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

AUB holding history

Atlantic Union Bankshares Corp in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AUB overviewAll 13F holders of AUBFull Q2 2026 holdings

Shares (Q2 2026)
8,032
Value
$339.8K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2022
Holdings of AUB by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,032$339.8K<0.1%−625−7.2%ReducedHolders
Q1 20268,657$309.4K<0.1%−7−0.1%ReducedHolders
Q4 20258,664$305.8K<0.1%−90−1.0%ReducedHolders
Q3 20258,754$308.9K<0.1%−70−0.8%ReducedHolders
Q2 20258,824$290.0K<0.1%+23+0.3%AddedHolders
Q1 20258,801$274.1K<0.1%+185+2.1%AddedHolders
Q4 20248,616$326.4K<0.1%00.0%UnchangedHolders
Q3 20248,616$324.6K<0.1%+8,616NewHolders
Q2 20240$00.0%−8,566−100.0%Sold outHolders
Q1 20248,566$302.5K<0.1%+8,566NewHolders
Q4 20230$00.0%−8,441−100.0%Sold outHolders
Q3 20238,441$242.9K<0.1%+205+2.5%AddedHolders
Q2 20238,236$213.7K<0.1%+230+2.9%AddedHolders
Q1 20238,006$280.6K<0.1%+150+1.9%AddedHolders
Q4 20227,856$276.1K<0.1%–No prior filingHolders