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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
Q2 		– Sell
-365
Closed -$13K – 386
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 $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

Twin Peaks Wealth Advisors's AUB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Atlantic Union Bankshares (AUB) in Q2 2026, closing a stake of 365 shares — an estimated $13K sold.

Twin Peaks Wealth Advisors first reported a position in AUB in Q2 2025 and held it in 2 quarters. The position peaked at $18.7K in Q2 2025. 454 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Atlantic Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 365 Atlantic Union Bankshares shares in Q2 2026, an estimated $13K.
  • Twin Peaks Wealth Advisors first reported a position in Atlantic Union Bankshares in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Atlantic Union Bankshares position peaked at $18.7K in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.