Pinnacle Associates
AUB icon

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
Q3 		$10.1M Buy
265,726
+590
+0.2% +$24.3K 0.11% 176
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 		$10M 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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Pinnacle Associates's AUB Position: Q3 2026 in Review

Pinnacle Associates increased its Atlantic Union Bankshares (AUB) stake by 0.22% in Q3 2026, buying an estimated $24.3K and bringing the position to 265,726 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #176.

Pinnacle Associates first reported a position in AUB in Q2 2023 and has held it in 14 quarters since. The position peaked at $11.2M in Q2 2026. 61 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Pinnacle Associates held 265,726 shares of Atlantic Union Bankshares worth $10.1M as of Q3 2026.
  • Pinnacle Associates bought 590 Atlantic Union Bankshares shares in Q3 2026, an estimated $24.3K.
  • Atlantic Union Bankshares made up 0.11% of Pinnacle Associates's portfolio in Q3 2026, its #176 holding.
  • Pinnacle Associates first reported a position in Atlantic Union Bankshares in Q2 2023 and has held it in 14 quarters since.
  • Pinnacle Associates's Atlantic Union Bankshares position peaked at $11.2M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.