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Private Wealth Asset Management’s Atlantic Union Bankshares AUB Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-33
Closed -$1.03K – 1097
2025
Q1 		$1.03K Buy
+33
New +$1.17K ﹤0.01% 883

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Private Wealth Asset Management's AUB Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 33 shares — an estimated $1.03K sold.

Private Wealth Asset Management first reported a position in AUB in Q1 2025 and held it in 1 quarter. The position peaked at $1.03K in Q1 2025. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 33 Atlantic Union Bankshares shares in Q2 2025, an estimated $1.03K.
  • Private Wealth Asset Management first reported a position in Atlantic Union Bankshares in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Atlantic Union Bankshares position peaked at $1.03K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.