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DiNuzzo Private Wealth’s Atlantic Union Bankshares AUB Stock Holding History

DiNuzzo Private Wealth’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 		$677 Hold
16
– – ﹤0.01% 1017
2026
Q1 		$572 Buy
16
+2
+14% +$75 ﹤0.01% 1047
2025
Q4 		$495 Buy
14
+1
+8% +$34 ﹤0.01% 1090
2025
Q3 		$465 Hold
13
– – ﹤0.01% 1108
2025
Q2 		$407 Sell
13
-1
-7% -$29 ﹤0.01% 1122
2025
Q1 		$436 Hold
14
– – ﹤0.01% 1095
2024
Q4 		$531 Hold
14
– – ﹤0.01% 1059
2024
Q3 		$528 Hold
14
– – ﹤0.01% 1093
2024
Q2 		$460 Buy
14
+2
+17% +$65 ﹤0.01% 1059
2024
Q1 		$424 Buy
12
+1
+9% +$34 ﹤0.01% 1026
2023
Q4 		$402 Buy
+11
New +$346 ﹤0.01% 1052

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 $3.37T AUM 44.26% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

DiNuzzo Private Wealth's AUB Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 16 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

DiNuzzo Private Wealth first reported a position in AUB in Q4 2023 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • DiNuzzo Private Wealth held 16 shares of Atlantic Union Bankshares worth $677 as of Q2 2026.
  • DiNuzzo Private Wealth left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1017 holding.
  • DiNuzzo Private Wealth first reported a position in Atlantic Union Bankshares in Q4 2023 and has held it in 11 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.