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

Private 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 		$8.04K Hold
190
– – ﹤0.01% 644
2026
Q1 		$6.79K Hold
190
– – ﹤0.01% 655
2025
Q4 		$6.71K Hold
190
– – ﹤0.01% 660
2025
Q3 		$6.71K Hold
190
– – ﹤0.01% 676
2025
Q2 		$5.94K Buy
+190
New +$5.48K ﹤0.01% 683

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

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

Private Wealth Management Group held its Atlantic Union Bankshares (AUB) position steady in Q2 2026 at 190 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Private Wealth Management Group first reported a position in AUB in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Private Wealth Management Group held 190 shares of Atlantic Union Bankshares worth $8.04K as of Q2 2026.
  • Private Wealth Management Group left its Atlantic Union Bankshares share count unchanged in Q2 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #644 holding.
  • Private Wealth Management Group first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.