PINNACLE ASSOCIATES LTD

Position in AUB — Atlantic Union Bankshares Corp

CIK 743127 NEW YORK, NY

Position in AUB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$11,217,904

+$1,955,991 QoQ

Shares Held

265,136

+2.3% QoQ

Ownership

0.186%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#58

of 451 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $60,522,032 across 23 Banks - Regional names. AUB ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	69,004	$16,990,164
2	AUB	Atlantic Union Bankshares Corp This page	265,136	$11,217,904
3	TFC	Truist Financial Corp	222,050	$11,062,531
4	FBNC	First Bancorp /Nc/	62,695	$4,008,091
5	USB	US Bancorp De	60,178	$3,634,751
6	MTB	M&T Bank Corp	7,505	$1,786,265
7	CFG	Citizens Financial Group Inc/Ri	25,083	$1,757,565
8	SBSI	Southside Bancshares Inc	41,574	$1,462,989

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,217,904	265,136	+2.3%	Shares	Sole	2026-08-03
2026-03-31	$9,261,913	259,147	+1.1%	Shares	Sole	2026-04-22
2025-12-31	$9,048,272	256,325	-2.3%	Shares	Sole	2026-02-05
2025-09-30	$9,261,260	262,433	-3.5%	Shares	Sole	2025-11-13
2025-06-30	$8,505,532	271,916	+3.9%	Shares	Sole	2025-08-04
2025-03-31	$8,148,559	261,675	-0.4%	Shares	Sole	2025-05-06
2024-12-31	$9,952,932	262,749	-9.5%	Shares	Sole	2025-02-14
2024-09-30	$10,941,929	290,468	+8.6%	Shares	Sole	2024-10-25
2024-06-30	$8,783,465	267,381	-7.3%	Shares	Sole	2024-07-30
2024-03-31	$10,182,909	288,386	-0.7%	Shares	Sole	2024-04-26
2023-12-31	$10,613,700	290,468	-0.5%	Shares	Sole	2024-01-19
2023-09-30	$8,404,853	292,038	+0.5%	Shares	Sole	2023-10-24
2023-06-30	$7,537,748	290,472	—	Shares	Sole	2023-07-27
No filing history on record for this holder in this stock.