Ken Fisher’s AUB Holdings & Trades

First Buy
Q2 2020
Duration Held
22 Quarters
Largest Add
Q2 2020
+110,000 Shares
Current Position
360,253 Shares
$12.71 M Value

Ken Fisher's AUB Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 360,253 shares of Atlantic Union Bankshares Corporation (AUB) worth $12.71 M, representing 0.00% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in AUB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 92,000 shares. Largest reduction occurred in Q1 2025, reducing 24,973 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Atlantic Union Bankshares Corporation (AUB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Atlantic Union Bankshares Corporation (AUB) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2020 +110,000 New Buy 110,000 $23.16
Q3 2020 +58,000 Add 52.73% 168,000 $21.37
Q1 2021 -1,705 Reduce 1.01% 166,295 $38.36
Q2 2021 +994 Add 0.60% 167,289 $36.22
Q4 2021 -1,219 Reduce 0.73% 166,070 $37.29
Q1 2022 +42,930 Add 25.85% 209,000 $36.69
Q4 2022 +39 Add 0.02% 209,039 $35.14
Q1 2023 -39 Reduce 0.02% 209,000 $35.05
Q3 2023 +92,000 Add 44.02% 301,000 $28.78
Q4 2023 +1,253 Add 0.42% 302,253 $36.54
Q1 2024 +26,000 Add 8.60% 328,253 $35.31
Q2 2024 +150 Add 0.05% 328,403 $32.85
Q4 2024 +56,850 Add 17.31% 385,253 $37.88
Q1 2025 -24,973 Reduce 6.48% 360,280 $31.14
Q2 2025 +1,353 Add 0.38% 361,633 $31.28
Q3 2025 -1,380 Reduce 0.38% 360,253 $35.29

Ken Fisher's Atlantic Union Bankshares Corporation Investment FAQs

Ken Fisher first purchased Atlantic Union Bankshares Corporation (AUB) in Q2 2020, acquiring 110,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Atlantic Union Bankshares Corporation (AUB) for 22 quarters since Q2 2020.

Ken Fisher's largest addition to Atlantic Union Bankshares Corporation (AUB) was in Q2 2020, adding 110,000 shares worth $2.55 M.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 360,253 shares of Atlantic Union Bankshares Corporation (AUB), valued at approximately $12.71 M.

As of the Q3 2025 filing, Atlantic Union Bankshares Corporation (AUB) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Atlantic Union Bankshares Corporation (AUB) was 385,253 shares, as reported at the end of Q4 2024.