PINNACLE ASSOCIATES LTD

Position in AUB — Atlantic Union Bankshares Corp

CIK 743127 NEW YORK, NY

Position in AUB

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$9,261,913

+$213,641 QoQ

Shares Held

259,147

+1.1% QoQ

Ownership

0.181%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 98.72659147124992.ToString("F0")% Shared 0.ToString("F0")% None 1.2734085287500916.ToString("F0")%

Financial Services · as of Mar 31, 2026

PINNACLE ASSOCIATES LTD holds $51,963,817 across 22 Banks - Regional names. AUB ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	69,997	$14,565,675
2	TFC	Truist Financial Corp	223,830	$10,289,465
3	AUB	Atlantic Union Bankshares Corp This page	259,147	$9,261,913
4	FBNC	First Bancorp /Nc/	62,348	$3,513,309
5	USB	US Bancorp De	58,372	$3,035,927
6	MTB	M&T Bank Corp	7,523	$1,555,154
7	CFG	Citizens Financial Group Inc/Ri	24,126	$1,446,836
8	SBSI	Southside Bancshares Inc	40,670	$1,264,430

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.