AUB
Atlantic Union Bankshares Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth +1.9% ·
share flow +2.7% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +2 | 78.84M | $3.33B | +5 | −5 |
| Q1 2026 | 108 | -4 | 77.13M | $2.76B | +2 | −6 |
| Q4 2025 | 110 | +1 | 85.40M | $3.01B | +1 | — |
| Q3 2025 | 17 | 0 | 54.26M | $1.91B | +1 | −2 |
| Q2 2025 | 15 | 0 | 52.00M | $1.63B | +1 | −1 |
| Q1 2025 | 12 | -3 | 11.27M | $349.99M | — | −3 |
| Q4 2024 | 15 | +5 | 10.09M | $382.36M | +5 | — |
| Q3 2024 | 9 | 0 | 3.10M | $116.65M | +2 | −2 |
| Q2 2024 | 9 | — | 3.08M | $101.26M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 20.88M | +1.6% | $883.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 7.70M | +0.9% | $325.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 7.63M | +3.6% | $322.98M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 6.44M | +1.1% | $272.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 3.70M | +6.1% | $156.69M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Franklin Resources Inc | 3.62M | +7.6% | $152.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Goldman Sachs Group ✦ | 2.42M | +53.7% | $102.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Charles Schwab Investment… | 1.77M | -0.5% | $74.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | American Century Companies Inc | 1.72M | -22.0% | $72.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 1.54M | +7.1% | $65.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Morgan Stanley ✦ | 1.54M | +3.5% | $65.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 12 | Nuveen, LLC | 1.43M | +7.1% | $60.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Bank of New York Mellon Corp | 1.35M | +0.7% | $57.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 14 | Principal Financial Group Inc | 981.57K | +3.2% | $41.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Invesco Ltd. | 977.72K | -1.4% | $41.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Bank Of America Corp /De/ | 878.40K | -1.0% | $37.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 17 | Ameriprise Financial Inc | 859.32K | -51.6% | $36.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Schroder Investment Management Group | 767.42K | +30.9% | $32.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Manufacturers Life Insurance… | 753.48K | +1002.1% | $31.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 721.21K | +20.8% | $30.51M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 21 | Balyasny Asset Management L.P. | 711.23K | -23.6% | $30.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 664.20K | +39.5% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Envestnet Asset Management Inc | 660.04K | 0.0% | $27.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Sei Investments Co | 480.20K | +4.2% | $20.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Arrowstreet Capital ✦ | 454.87K | New | $19.25M | 0.0% | New | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 401.32K | +32.1% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Rhumbline Advisers | 364.15K | -9.7% | $15.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 360.25K | 0.0% | $15.24M | 0.0% | Held | 9 | SEC ↗ |
| 29 | First Trust Advisors Lp | 331.98K | +2.9% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 331.40K | +28.2% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Legal & General Group Plc | 331.25K | +1.0% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | UBS AM, a distinct business unit of… | 299.80K | -2.6% | $12.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 33 | Swiss National Bank | 287.03K | +1.8% | $12.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 268.47K | -3.1% | $11.36M | 0.0% | ▼ Trim | 7 | SEC ↗ ×8 |
| 35 | Osaic Holdings, Inc. | 263.25K | +6.9% | $11.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 36 | Victory Capital Management Inc | 257.37K | +3.1% | $10.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 230.42K | -35.5% | $10.01M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 38 | Alliancebernstein L.P. | 277.91K | -5.8% | $9.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Allspring Global Investments… | 223.30K | +2.6% | $9.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | ProShare Advisors LLC | 189.37K | -3.8% | $8.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Renaissance Technologies ✦ | 183.10K | New | $7.75M | 0.0% | New | 1 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 179.06K | +18.0% | $7.58M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 43 | Royal Bank Of Canada | 174.32K | -5.5% | $7.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 44 | Citigroup Inc | 166.39K | +19.9% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | GAMCO Investors ✦ | 165.67K | -8.6% | $7.01M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 46 | Stifel Financial Corp | 160.71K | +15.4% | $6.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 47 | Deutsche Bank Ag\ | 151.50K | +19.3% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 48 | Prudential Financial Inc | 148.41K | +2.4% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 137.44K | +19.4% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 132.93K | +17.8% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | LPL Financial LLC | 108.20K | -25.6% | $4.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 102.25K | -19.5% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 53 | Cerity Partners LLC | 101.46K | -2.6% | $4.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 54 | Pnc Financial Services Group, Inc. | 97.40K | +1.4% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 55 | Universal- Beteiligungs- und… | 96.92K | -9.6% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | New York State Common Retirement… | 89.47K | +20.5% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Td Asset Management Inc | 82.73K | +9.7% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Truist Financial Corp | 82.26K | -8.0% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 59 | Brown Advisory Inc | 78.90K | -10.1% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Russell Investments Group, Ltd. | 77.52K | +520.7% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 61 | Chevy Chase Trust Holdings, LLC | 76.11K | -4.2% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Creative Planning | 73.15K | -24.2% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 63 | Barclays Plc | 68.16K | -26.3% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 66.59K | -0.5% | $2.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 62.24K | -41.8% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 62.16K | 0.0% | $2.63M | 0.0% | Held | 3 | SEC ↗ |
| 67 | Cetera Investment Advisers | 58.02K | +24.7% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 51.11K | +4.6% | $2.16M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 69 | Bnp Paribas Financial Markets | 49.86K | +50.2% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Man Group plc | 48.55K | -26.5% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Fifth Third Bancorp | 46.62K | -1.8% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Corient Private Wealth LP | 42.16K | +0.5% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Mariner, LLC | 36.91K | -20.0% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | State Board Of Administration Of… | 36.60K | 0.0% | $1.55M | 0.0% | Held | 3 | SEC ↗ |
| 75 | Citadel Advisors ✦ | 36.13K | New | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 76 | Wealth Enhancement Advisory… | 33.20K | +10.4% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Captrust Financial Advisors | 32.02K | +8.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Focus Partners Wealth | 31.06K | -17.7% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Two Sigma Investments ✦ | 28.51K | -78.1% | $1.21M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 80 | Voya Investment Management Llc | 26.93K | +11.1% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | State Of Wisconsin Investment Board | 26.79K | +24.4% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Neuberger Berman Group LLC | 24.76K | +7.6% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 83 | Us Bancorp \De\ | 24.48K | +0.8% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | Rockefeller Capital Management L.P. | 23.89K | -5.1% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 85 | Mml Investors Services, Llc | 23.88K | +8.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Commonwealth Equity Services, Llc | 23.86K | -39.8% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 22.26K | -1.8% | $941,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Squarepoint Ops LLC | 19.36K | -93.3% | $818,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Mercer Global Advisors Inc /Adv | 15.19K | +11.9% | $642,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Susquehanna International Group, Llp | 15.11K | -86.5% | $639,219 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | CIBC Asset Management Inc | 13.37K | +3.0% | $565,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 12.92K | +11.7% | $546,519 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 93 | Marshall Wace ✦ | 12.06K | +46.0% | $510,132 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 94 | CIBC Bancorp USA Inc. | 9.21K | +10.7% | $389,717 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 95 | Jane Street Group, Llc | 8.80K | New | $372,285 | 0.0% | New | 1 | SEC ↗ ×2 |
| 96 | Ensign Peak Advisors, Inc | 8.73K | 0.0% | $369,409 | 0.0% | Held | 3 | SEC ↗ |
| 97 | Northwestern Mutual Wealth… | 4.74K | -2.7% | $200,338 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | BNP Paribas Asset Management… | 2.27K | -9.4% | $96,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Optiver Holding B.V. | 1.28K | +409.2% | $54,072 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Assetmark, Inc | 482 | +15.6% | $20,393 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $19.25M | 0.0% |
| Renaissance Technologies | $7.75M | 0.0% |
| Citadel Advisors | $1.53M | 0.0% |
| Jane Street Group, Llc | $372,285 | 0.0% |
Exited
| Holocene Advisors, LP | $1.88M | was 0.0% |
| HighTower Advisors, LLC | $1.46M | was 0.0% |
| Amundi | $1.16M | was 0.0% |
| Millennium Management | $855,866 | was 0.0% |
| First Manhattan Co. Llc. | $368,837 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 430 holders, 122.39M shares, $4.04B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.