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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
Q2 		$141K Buy
3,343
+105
+3% +$4.01K 0.01% 692
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 $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 Planning Services's AUB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Atlantic Union Bankshares (AUB) stake by 3.2% in Q2 2026, buying an estimated $4.01K and bringing the position to 3,343 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #692.

Pinnacle Wealth Planning Services first reported a position in AUB in Q4 2020 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,343 shares of Atlantic Union Bankshares worth $141K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 105 Atlantic Union Bankshares shares in Q2 2026, an estimated $4.01K.
  • Atlantic Union Bankshares made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #692 holding.
  • Pinnacle Wealth Planning Services first reported a position in Atlantic Union Bankshares in Q4 2020 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.