Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Northwestern Mutual 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 		$200K Sell
4,735
-133
-3% -$5.08K ﹤0.01% 2005
2026
Q1 		$174K Buy
4,868
+583
+14% +$22K ﹤0.01% 1966
2025
Q4 		$151K Buy
4,285
+33
+0.8% +$1.13K ﹤0.01% 1978
2025
Q3 		$150K Sell
4,252
-205
-5% -$6.97K ﹤0.01% 1904
2025
Q2 		$139K Buy
4,457
+4,188
+1,557% +$121K ﹤0.01% 1891
2025
Q1 		$8.38K Sell
269
-1,475
-85% -$52.4K ﹤0.01% 2805
2024
Q4 		$66.1K Buy
1,744
+39
+2% +$1.55K ﹤0.01% 2075
2024
Q3 		$64.2K Sell
1,705
-4,661
-73% -$175K ﹤0.01% 2066
2024
Q2 		$209K Sell
6,366
-207
-3% -$6.75K ﹤0.01% 1548
2024
Q1 		$232K Buy
6,573
+370
+6% +$12.7K ﹤0.01% 1503
2023
Q4 		$227K Buy
6,203
+5,998
+2,926% +$189K ﹤0.01% 1468
2023
Q3 		$5.9K Hold
205
– – ﹤0.01% 2706
2023
Q2 		$5.32K Hold
205
– – ﹤0.01% 2761
2023
Q1 		$7.18K Sell
205
-60
-23% -$2.22K ﹤0.01% 2620
2022
Q4 		$9.31K Buy
265
+60
+29% +$2.05K ﹤0.01% 2529
2022
Q3 		$6K Hold
205
– – ﹤0.01% 2623
2022
Q2 		$7K Hold
205
– – ﹤0.01% 2614
2022
Q1 		$8K Hold
205
– – ﹤0.01% 2587
2021
Q4 		$8K Hold
205
– – ﹤0.01% 2618
2021
Q3 		$8K Sell
205
-152
-43% -$5.47K ﹤0.01% 2523
2021
Q2 		$13K Buy
+357
New +$14K ﹤0.01% 2340
2021
Q1 		– Sell
-644
Closed -$21K – 2762
2020
Q4 		$21K Buy
+644
New +$18.5K ﹤0.01% 1934
2020
Q2 		– Sell
-26
Closed -$1K – 2379
2020
Q1 		$1K Buy
+26
New +$806 ﹤0.01% 2353
2019
Q2 		– Sell
-212
Closed -$7K – 2490
2019
Q1 		$7K Buy
+212
New +$7.07K ﹤0.01% 2038
2018
Q2 		– Sell
-2,245
Closed -$82K – 2354
2018
Q1 		$82K Buy
2,245
+2,172
+2,975% +$82.1K ﹤0.01% 1020
2017
Q4 		$3K Buy
+73
New +$2.6K ﹤0.01% 2013
2016
Q3 		– Sell
-269
Closed -$7K – 2170
2016
Q2 		$7K Buy
+269
New +$6.98K ﹤0.01% 1471

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

Northwestern Mutual Wealth Management's AUB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Atlantic Union Bankshares (AUB) stake by 2.7% in Q2 2026, selling an estimated $5.08K and leaving 4,735 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Northwestern Mutual Wealth Management first reported a position in AUB in Q2 2016 and has held it in 27 quarters since. The position peaked at $232K in Q1 2024. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Northwestern Mutual Wealth Management held 4,735 shares of Atlantic Union Bankshares worth $200K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 133 Atlantic Union Bankshares shares in Q2 2026, an estimated $5.08K.
  • Atlantic Union Bankshares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2005 holding.
  • Northwestern Mutual Wealth Management first reported a position in Atlantic Union Bankshares in Q2 2016 and has held it in 27 quarters since.
  • Northwestern Mutual Wealth Management's Atlantic Union Bankshares position peaked at $232K in Q1 2024.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.