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Security record · archived quarter

AUB

Atlantic Union Bankshares Corporation · Financial Services · Banks - Regional

40.70 +0.4% mkt cap $5.78B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
110Tracked holders
+1Δ holders
85.40MShares held
$3.01BReported value
+1New positions
−0Exits
Stable Conviction score 50/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.9% · share flow -1.8% · net new positions +0.9%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 107 +2 78.91M $3.34B +5 −3
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
2 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
3 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
4 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
5 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
6 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
7 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
8 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
9 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
10 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
11 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
12 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
13 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
14 BlackRock (passive) 20.55M -1.3% $725.37M 0.0% ▼ Trim 3 SEC ↗
15 The Vanguard Group (passive) 16.02M -0.9% $565.60M 0.0% ▼ Trim 3 SEC ↗
16 The Vanguard Group (passive) 16.02M -0.9% $565.60M 0.0% ▼ Trim 3 SEC ↗
17 The Vanguard Group (passive) 16.02M -0.9% $565.60M 0.0% ▼ Trim 3 SEC ↗
18 The Vanguard Group (passive) 16.02M -0.9% $565.60M 0.0% ▼ Trim 3 SEC ↗
19 The Vanguard Group (passive) 16.02M -0.9% $565.60M 0.0% ▼ Trim 3 SEC ↗
20 Dimensional Fund Advisors Lp 7.53M $265.90M 0.1% n/c 1 SEC ↗
21 Dimensional Fund Advisors Lp 7.53M $265.90M 0.1% n/c 1 SEC ↗
22 Dimensional Fund Advisors Lp 7.53M $265.90M 0.1% n/c 1 SEC ↗
23 Dimensional Fund Advisors Lp 7.53M $265.90M 0.1% n/c 1 SEC ↗
24 Dimensional Fund Advisors Lp 7.53M $265.90M 0.1% n/c 1 SEC ↗
25 State Street Global Advisors (passive) 7.14M -2.7% $251.99M 0.0% ▼ Trim 5 SEC ↗
26 Geode Capital Management (passive) 3.39M -0.1% $119.64M 0.0% ▼ Trim 7 SEC ↗
27 Geode Capital Management (passive) 3.39M -0.1% $119.64M 0.0% ▼ Trim 7 SEC ↗
28 Franklin Resources Inc 3.24M $114.47M 0.0% n/c 1 SEC ↗
29 Franklin Resources Inc 3.24M $114.47M 0.0% n/c 1 SEC ↗
30 Franklin Resources Inc 3.24M $114.47M 0.0% n/c 1 SEC ↗
31 Franklin Resources Inc 3.24M $114.47M 0.0% n/c 1 SEC ↗
32 American Century Companies Inc 2.24M $79.14M 0.0% n/c 1 SEC ↗
33 Charles Schwab Investment… 1.79M $63.07M 0.0% n/c 1 SEC ↗
34 Goldman Sachs Group 1.78M +16.3% $62.86M 0.0% ▲ Add 2 SEC ↗
35 Goldman Sachs Group 1.78M +16.3% $62.86M 0.0% ▲ Add 2 SEC ↗
36 Ameriprise Financial Inc 1.70M $59.95M 0.0% n/c 1 SEC ↗
37 Ameriprise Financial Inc 1.70M $59.95M 0.0% n/c 1 SEC ↗
38 Ameriprise Financial Inc 1.70M $59.95M 0.0% n/c 1 SEC ↗
39 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
40 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
41 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
42 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
43 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
44 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
45 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
46 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
47 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
48 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
49 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
50 Morgan Stanley 1.56M +15.1% $54.91M 0.0% ▲ Add 2 SEC ↗
51 Northern Trust Corp 1.39M $48.90M 0.0% n/c 1 SEC ↗
52 Northern Trust Corp 1.39M $48.90M 0.0% n/c 1 SEC ↗
53 Northern Trust Corp 1.39M $48.90M 0.0% n/c 1 SEC ↗
54 Northern Trust Corp 1.39M $48.90M 0.0% n/c 1 SEC ↗
55 Northern Trust Corp 1.39M $48.90M 0.0% n/c 1 SEC ↗
56 Northern Trust Corp 1.39M $48.90M 0.0% n/c 1 SEC ↗
57 Northern Trust Corp 1.39M $48.90M 0.0% n/c 1 SEC ↗
58 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
59 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
60 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
61 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
62 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
63 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
64 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
65 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
66 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
67 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
68 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
69 Bank of New York Mellon Corp 1.38M $48.67M 0.0% n/c 1 SEC ↗
70 Nuveen, LLC 1.33M $46.77M 0.0% n/c 1 SEC ↗
71 Nuveen, LLC 1.33M $46.77M 0.0% n/c 1 SEC ↗
72 Nuveen, LLC 1.33M $46.77M 0.0% n/c 1 SEC ↗
73 Invesco Ltd. 1.11M $39.09M 0.0% n/c 1 SEC ↗
74 Invesco Ltd. 1.11M $39.09M 0.0% n/c 1 SEC ↗
75 Invesco Ltd. 1.11M $39.09M 0.0% n/c 1 SEC ↗
76 Invesco Ltd. 1.11M $39.09M 0.0% n/c 1 SEC ↗
77 Invesco Ltd. 1.11M $39.09M 0.0% n/c 1 SEC ↗
78 Principal Financial Group Inc 679.25K $23.98M 0.0% n/c 1 SEC ↗
79 Principal Financial Group Inc 679.25K $23.98M 0.0% n/c 1 SEC ↗
80 Wellington Management 611.28K -22.1% $21.58M 0.0% ▼ Trim 3 SEC ↗
81 Wellington Management 611.28K -22.1% $21.58M 0.0% ▼ Trim 3 SEC ↗
82 Wellington Management 611.28K -22.1% $21.58M 0.0% ▼ Trim 3 SEC ↗
83 Wellington Management 611.28K -22.1% $21.58M 0.0% ▼ Trim 3 SEC ↗
84 Balyasny Asset Management L.P. 606.38K $21.41M 0.0% n/c 1 SEC ↗
85 Bank Of America Corp /De/ 578.04K $20.40M 0.0% n/c 1 SEC ↗
86 Bank Of America Corp /De/ 578.04K $20.40M 0.0% n/c 1 SEC ↗
87 Bank Of America Corp /De/ 578.04K $20.40M 0.0% n/c 1 SEC ↗
88 Bank Of America Corp /De/ 578.04K $20.40M 0.0% n/c 1 SEC ↗
89 Bank Of America Corp /De/ 578.04K $20.40M 0.0% n/c 1 SEC ↗
90 Bank Of America Corp /De/ 578.04K $20.40M 0.0% n/c 1 SEC ↗
91 Bank Of America Corp /De/ 578.04K $20.40M 0.0% n/c 1 SEC ↗
92 Envestnet Asset Management Inc 567.78K $20.04M 0.0% n/c 1 SEC ↗
93 UBS Group AG 475.26K $16.78M 0.0% n/c 1 SEC ↗
94 UBS Group AG 475.26K $16.78M 0.0% n/c 1 SEC ↗
95 UBS Group AG 475.26K $16.78M 0.0% n/c 1 SEC ↗
96 UBS Group AG 475.26K $16.78M 0.0% n/c 1 SEC ↗
97 Wells Fargo & Company/Mn 450.51K $15.90M 0.0% n/c 1 SEC ↗
98 Wells Fargo & Company/Mn 450.51K $15.90M 0.0% n/c 1 SEC ↗
99 Wells Fargo & Company/Mn 450.51K $15.90M 0.0% n/c 1 SEC ↗
100 Rhumbline Advisers 397.13K $14.02M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API