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Twin Peaks Wealth Advisors’s Atlantic Union Bankshares AUB Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$13K Buy
+365
New +$13.7K ﹤0.01% 920
2025
Q3 		– Sell
-560
Closed -$18.7K – 321
2025
Q2 		$18.7K Buy
+560
New +$16.2K 0.01% 628

Other funds holding AUB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Twin Peaks Wealth Advisors's AUB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Atlantic Union Bankshares (AUB) in Q1 2026: 365 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AUB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AUB in Q2 2025 and has held it in 2 quarters since. The position peaked at $18.7K in Q2 2025. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 365 shares of Atlantic Union Bankshares worth $13K as of Q1 2026.
  • Atlantic Union Bankshares was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Atlantic Union Bankshares made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #920 holding.
  • Twin Peaks Wealth Advisors first reported a position in Atlantic Union Bankshares in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Atlantic Union Bankshares position peaked at $18.7K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.