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Pinnacle Associates’s Atlantic Union Bankshares AUB Stock Holding History

Pinnacle Associates’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 		$11.2M Buy
265,136
+5,989
+2% +$229K 0.12% 169
2026
Q1 		$9.26M Buy
259,147
+2,822
+1% +$106K 0.12% 182
2025
Q4 		$9.05M Sell
256,325
-6,108
-2% -$210K 0.12% 185
2025
Q3 		$9.26M Sell
262,433
-9,483
-3% -$323K 0.12% 176
2025
Q2 		$8.51M Buy
271,916
+10,241
+4% +$296K 0.12% 175
2025
Q1 		$8.15M Sell
261,675
-1,074
-0.4% -$38.2K 0.12% 182
2024
Q4 		$9.95M Sell
262,749
-27,719
-10% -$1.1M 0.14% 162
2024
Q3 		$10.6M Buy
290,468
+23,087
+9% +$869K 0.18% 147
2024
Q2 		$8.78M Sell
267,381
-21,005
-7% -$685K 0.14% 165
2024
Q1 		$10.2M Sell
288,386
-2,082
-0.7% -$71.5K 0.16% 163
2023
Q4 		$10.6M Sell
290,468
-1,570
-0.5% -$49.4K 0.18% 149
2023
Q3 		$8.4M Buy
292,038
+1,566
+0.5% +$46.6K 0.16% 164
2023
Q2 		$7.54M Buy
+290,472
New +$8.19M 0.13% 178

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

Pinnacle Associates's AUB Position: Q2 2026 in Review

Pinnacle Associates increased its Atlantic Union Bankshares (AUB) stake by 2.3% in Q2 2026, buying an estimated $229K and bringing the position to 265,136 shares worth $11.2M. The position accounts for 0.12% of the portfolio, ranked #169.

Pinnacle Associates first reported a position in AUB in Q2 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Pinnacle Associates held 265,136 shares of Atlantic Union Bankshares worth $11.2M as of Q2 2026.
  • Pinnacle Associates bought 5,989 Atlantic Union Bankshares shares in Q2 2026, an estimated $229K.
  • Atlantic Union Bankshares made up 0.12% of Pinnacle Associates's portfolio in Q2 2026, its #169 holding.
  • Pinnacle Associates first reported a position in Atlantic Union Bankshares in Q2 2023 and has held it in 13 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.