MassMutual Private Wealth & Trust’s Atlantic Union Bankshares AUB Stock Holding History

MassMutual Private Wealth & Trust’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	$8.97K	Hold	212	–	–	﹤0.01%	1452
2026 Q1	$7.58K	Buy	212 +18	+9%	+$678	﹤0.01%	1490
2025 Q4	$6.85K	Hold	194	–	–	﹤0.01%	1550
2025 Q3	$6.85K	Sell	194 -6	-3%	-$204	﹤0.01%	1552
2025 Q2	$6.26K	Buy	200 +187	+1,438%	+$5.4K	﹤0.01%	1547
2025 Q1	$405	Sell	13 -2	-13%	-$71	﹤0.01%	2249
2024 Q4	$568	Hold	15	–	–	﹤0.01%	2123
2024 Q3	$565	Buy	+15	New	+$564	﹤0.01%	1958
2024 Q2	–	Sell	-6	Closed	-$212	–	2135
2024 Q1	$212	Buy	+6	New	+$206	﹤0.01%	1985
2023 Q3	–	Sell	-20	Closed	-$519	–	1971
2023 Q2	$519	Buy	+20	New	+$564	﹤0.01%	1775

Other funds holding AUB

CAM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's AUB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 212 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

MassMutual Private Wealth & Trust first reported a position in AUB in Q2 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

MassMutual Private Wealth & Trust held 212 shares of Atlantic Union Bankshares worth $8.97K as of Q2 2026.
MassMutual Private Wealth & Trust left its Atlantic Union Bankshares share count unchanged in Q2 2026.
Atlantic Union Bankshares made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1452 holding.
MassMutual Private Wealth & Trust first reported a position in Atlantic Union Bankshares in Q2 2023 and has held it in 10 quarters since.
161 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.