PWMG
AUB icon

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

Prestige Wealth Management 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 		$1.52K Buy
36
+21
+140% +$801 ﹤0.01% 812
2026
Q1 		$537 Buy
+15
New +$565 ﹤0.01% 955
2023
Q1 		– Sell
-72
Closed -$2.53K – 1064
2022
Q4 		$2.53K Buy
+72
New +$2.46K ﹤0.01% 782

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

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

Prestige Wealth Management Group increased its Atlantic Union Bankshares (AUB) stake by 140% in Q2 2026, buying an estimated $801 and bringing the position to 36 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Prestige Wealth Management Group first reported a position in AUB in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.53K in Q4 2022. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Prestige Wealth Management Group held 36 shares of Atlantic Union Bankshares worth $1.52K as of Q2 2026.
  • Prestige Wealth Management Group bought 21 Atlantic Union Bankshares shares in Q2 2026, an estimated $801.
  • Atlantic Union Bankshares made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #812 holding.
  • Prestige Wealth Management Group first reported a position in Atlantic Union Bankshares in Q4 2022 and has held it in 3 quarters since.
  • Prestige Wealth Management Group's Atlantic Union Bankshares position peaked at $2.53K in Q4 2022.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.