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Principal Securities’s Atlantic Union Bankshares AUB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-779
Closed -$27.5K – 1507
2025
Q3 		$27.5K Buy
779
+138
+22% +$4.69K ﹤0.01% 2252
2025
Q2 		$20K Buy
641
+187
+41% +$5.4K ﹤0.01% 2316
2025
Q1 		$17.2K Hold
454
– – ﹤0.01% 2287
2024
Q4 		$17.2K Buy
454
+134
+42% +$5.31K ﹤0.01% 2284
2024
Q3 		$12.1K Buy
320
+7
+2% +$263 ﹤0.01% 2352
2024
Q2 		$10.3K Sell
313
-9
-3% -$293 ﹤0.01% 2376
2024
Q1 		$11.4K Sell
322
-7
-2% -$240 ﹤0.01% 2270
2023
Q4 		$12K Buy
+329
New +$10.4K ﹤0.01% 2154

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Securities's AUB Position: Q4 2025 in Review

Principal Securities sold out of Atlantic Union Bankshares (AUB) in Q4 2025, closing a stake of 779 shares — an estimated $27.5K sold.

Principal Securities first reported a position in AUB in Q4 2023 and held it in 8 quarters. The position peaked at $27.5K in Q3 2025. 412 funds tracked by Wall St. Rank hold AUB as of Q4 2025.

  • Principal Securities reported no remaining Atlantic Union Bankshares position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 779 Atlantic Union Bankshares shares in Q4 2025, an estimated $27.5K.
  • Principal Securities first reported a position in Atlantic Union Bankshares in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Atlantic Union Bankshares position peaked at $27.5K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.