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Atlantic Union Bankshares’s Principal Financial Group PFG Stock Holding History

Atlantic Union Bankshares’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Sell
1,066
-7
-0.7% -$711 ﹤0.01% 750
2026
Q1 		$96.7K Buy
1,073
+7
+0.7% +$640 ﹤0.01% 746
2025
Q4 		$94K Buy
1,066
+261
+32% +$22K ﹤0.01% 764
2025
Q3 		$66.7K Buy
+805
New +$64.3K ﹤0.01% 854

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atlantic Union Bankshares's PFG Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Principal Financial Group (PFG) stake by 0.65% in Q2 2026, selling an estimated $711 and leaving 1,066 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Atlantic Union Bankshares first reported a position in PFG in Q3 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Atlantic Union Bankshares held 1,066 shares of Principal Financial Group worth $115K as of Q2 2026.
  • Atlantic Union Bankshares sold 7 Principal Financial Group shares in Q2 2026, an estimated $711.
  • Principal Financial Group made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #750 holding.
  • Atlantic Union Bankshares first reported a position in Principal Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.