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

Parkworth 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
2025
Q2 		$63 Hold
2
– – ﹤0.01% 1231
2025
Q1 		$62 Hold
2
– – ﹤0.01% 1064
2024
Q4 		$76 Buy
+2
New +$79 ﹤0.01% 1058

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Parkworth Wealth Management's AUB Position: Q2 2025 in Review

Parkworth Wealth Management held its Atlantic Union Bankshares (AUB) position steady in Q2 2025 at 2 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Parkworth Wealth Management first reported a position in AUB in Q4 2024 and has held it in 3 quarters since. The position peaked at $76 in Q4 2024. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Atlantic Union Bankshares worth $63 as of Q2 2025.
  • Parkworth Wealth Management left its Atlantic Union Bankshares share count unchanged in Q2 2025.
  • Atlantic Union Bankshares made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1231 holding.
  • Parkworth Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Atlantic Union Bankshares position peaked at $76 in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.