Private Advisor Group
AUB icon

Private Advisor Group’s Atlantic Union Bankshares AUB Stock Holding History

Private Advisor 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
Q3 		$273K Buy
+7,190
New +$296K ﹤0.01% 2649
2020
Q3 		– Sell
-779
Closed -$18K – 1703
2020
Q2 		$18K Buy
+779
New +$17.5K ﹤0.01% 2626
2019
Q2 		– Sell
-12,888
Closed -$417K – 1667
2019
Q1 		$417K Buy
+12,888
New +$430K 0.01% 1044

Other funds holding AUB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Private Advisor Group's AUB Position: Q3 2026 in Review

Private Advisor Group opened a new position in Atlantic Union Bankshares (AUB) in Q3 2026: 7,190 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #2649 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in AUB as recently as Q2 2020.

Private Advisor Group first reported a position in AUB in Q1 2019 and has held it in 3 quarters since. The position peaked at $417K in Q1 2019. 258 funds tracked by Wall St. Rank hold AUB as of Q3 2026.

  • Private Advisor Group held 7,190 shares of Atlantic Union Bankshares worth $273K as of Q3 2026.
  • Atlantic Union Bankshares was a new Private Advisor Group position in Q3 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2649 holding.
  • Private Advisor Group first reported a position in Atlantic Union Bankshares in Q1 2019 and has held it in 3 quarters since.
  • Private Advisor Group's Atlantic Union Bankshares position peaked at $417K in Q1 2019.
  • 258 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.