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Pinnacle Wealth Planning Services’s Atlantic Union Bankshares AUB Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$116K Buy
3,238
+149
+5% +$5.61K 0.01% 724
2025
Q4 		$109K Buy
+3,089
New +$106K 0.01% 732
2021
Q1 		– Sell
-30
Closed -$1K – 474
2020
Q4 		$1K Buy
+30
New +$862 ﹤0.01% 2053

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's AUB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Atlantic Union Bankshares (AUB) stake by 4.8% in Q1 2026, buying an estimated $5.61K and bringing the position to 3,238 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #724.

Pinnacle Wealth Planning Services first reported a position in AUB in Q4 2020 and has held it in 3 quarters since. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,238 shares of Atlantic Union Bankshares worth $116K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 149 Atlantic Union Bankshares shares in Q1 2026, an estimated $5.61K.
  • Atlantic Union Bankshares made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #724 holding.
  • Pinnacle Wealth Planning Services first reported a position in Atlantic Union Bankshares in Q4 2020 and has held it in 3 quarters since.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.