PWMAG
AUB icon

Pinnacle Wealth Management Advisory Group’s Atlantic Union Bankshares AUB Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$338K Sell
7,977
-4,497
-36% -$172K 0.02% 388
2026
Q1 		$446K Sell
12,474
-1,539
-11% -$57.9K 0.03% 300
2025
Q4 		$495K Buy
14,013
+7,966
+132% +$274K 0.03% 274
2025
Q3 		$213K Buy
+6,047
New +$206K 0.02% 376

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 Wealth Management Advisory Group's AUB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Atlantic Union Bankshares (AUB) stake by 36% in Q2 2026, selling an estimated $172K and leaving 7,977 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #388.

Pinnacle Wealth Management Advisory Group first reported a position in AUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $495K in Q4 2025. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 7,977 shares of Atlantic Union Bankshares worth $338K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 4,497 Atlantic Union Bankshares shares in Q2 2026, an estimated $172K.
  • Atlantic Union Bankshares made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #388 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Atlantic Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Management Advisory Group's Atlantic Union Bankshares position peaked at $495K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.