Kingsview Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Kingsview Wealth 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	$567K	Buy	13,406 +277	+2%	+$10.6K	0.01%	925
2026 Q1	$469K	Buy	13,129 +227	+2%	+$8.55K	0.01%	921
2025 Q4	$455K	Sell	12,902 -80	-0.6%	-$2.75K	0.01%	872
2025 Q3	$458K	Sell	12,982 -15	-0.1%	-$510	0.01%	827
2025 Q2	$407K	Buy	+12,997	New	+$375K	0.01%	844

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kingsview Wealth Management's AUB Position: Q2 2026 in Review

Kingsview Wealth Management increased its Atlantic Union Bankshares (AUB) stake by 2.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 13,406 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #925.

Kingsview Wealth Management first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

Kingsview Wealth Management held 13,406 shares of Atlantic Union Bankshares worth $567K as of Q2 2026.
Kingsview Wealth Management bought 277 Atlantic Union Bankshares shares in Q2 2026, an estimated $10.6K.
Atlantic Union Bankshares made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #925 holding.
Kingsview Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.