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TritonPoint Wealth’s Atlantic Union Bankshares AUB Stock Holding History

TritonPoint Wealth’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 		$649K Sell
15,331
-1,383
-8% -$52.8K 0.06% 159
2026
Q1 		$597K Sell
16,714
-67
-0.4% -$2.52K 0.06% 155
2025
Q4 		$592K Sell
16,781
-741
-4% -$25.5K 0.06% 162
2025
Q3 		$618K Buy
17,522
+317
+2% +$10.8K 0.05% 199
2025
Q2 		$538K Buy
+17,205
New +$497K 0.05% 202

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

TritonPoint Wealth's AUB Position: Q2 2026 in Review

TritonPoint Wealth reduced its Atlantic Union Bankshares (AUB) stake by 8.3% in Q2 2026, selling an estimated $52.8K and leaving 15,331 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #159.

TritonPoint Wealth 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.

  • TritonPoint Wealth held 15,331 shares of Atlantic Union Bankshares worth $649K as of Q2 2026.
  • TritonPoint Wealth sold 1,383 Atlantic Union Bankshares shares in Q2 2026, an estimated $52.8K.
  • Atlantic Union Bankshares made up 0.06% of TritonPoint Wealth's portfolio in Q2 2026, its #159 holding.
  • TritonPoint Wealth 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 TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.