Atlantic Union Bankshares Corp (AUB) — Institutional Holders, Q2 2026 (page 4)
454 institutional investment managers reported a AUB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AUB 13F holders ranked 301–400 of 454
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HB Wealth Management#301 · 6,685 sh | 6,685 | $282.8K | — | -39.9% |
| 302 | Clearstead Advisors#302 · 6,635 sh | 6,635 | $280.7K | <0.01% | +1.5% |
| 303 | Csenge Advisory Group#303 · 6,604 sh | 6,604 | $279.4K | 0.01% | -25.0% |
| 304 | Cresset Asset Management#304 · 6,582 sh | 6,582 | $278.5K | <0.01% | +0.9% |
| 305 | LEVEL FOUR ADVISORY SERVICES#305 · 6,479 sh | 6,479 | $274.1K | <0.01% | New |
| 306 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#306 · 6,473 sh | 6,473 | $273.9K | — | 0.0% |
| 307 | SAGE RHINO CAPITAL#307 · 6,452 sh | 6,452 | $273.0K | 0.04% | +6.1% |
| 308 | MONETA GROUP INVESTMENT ADVISORS#308 · 6,438 sh | 6,438 | $272.4K | <0.01% | 0.0% |
| 309 | PCM Encore#309 · 6,376 sh | 6,376 | $269.8K | 0.05% | 0.0% |
| 310 | Harvest Investment Services#310 · 6,375 sh | 6,375 | $269.7K | 0.04% | +8.5% |
| 311 | O'SHAUGHNESSY ASSET MANAGEMENT#311 · 6,345 sh | 6,345 | $268.5K | <0.01% | -35.0% |
| 312 | Savant Capital#312 · 6,326 sh | 6,326 | $267.7K | <0.01% | +10.3% |
| 313 | Partners in Financial Planning#313 · 6,262 sh | 6,262 | $265.0K | 0.04% | +0.2% |
| 314 | QUADRANT CAPITAL GROUP#314 · 6,245 sh | 6,245 | $264.2K | — | -50.4% |
| 315 | Storgate#315 · 6,213 sh | 6,213 | $262.9K | 0.05% | New |
| 316 | Texas Capital Bank Wealth Management Services#316 · 6,192 sh | 6,192 | $262.0K | 0.01% | 0.0% |
| 317 | Caprock Group#317 · 6,105 sh | 6,105 | $258.3K | <0.01% | -3.1% |
| 318 | NORDEN GROUP#318 · 5,859 sh | 5,859 | $247.9K | — | +2.1% |
| 319 | Stratos Wealth Partners, LTD.#319 · 5,832 sh | 5,832 | $246.8K | <0.01% | +0.8% |
| 320 | Summit Global Investments#320 · 5,690 sh | 5,690 | $241.0K | 0.01% | -50.4% |
| 321 | TOTH FINANCIAL ADVISORY#321 · 5,570 sh | 5,570 | $235.7K | — | -14.4% |
| 322 | COLDSTREAM CAPITAL MANAGEMENT#322 · 5,526 sh | 5,526 | $233.8K | <0.01% | -8.5% |
| 323 | MONTGOMERY INVESTMENT MANAGEMENT#323 · 5,473 sh | 5,473 | $231.6K | — | New |
| 324 | Z3 Capital Partners#324 · 5,467 sh | 5,467 | $231.3K | 0.05% | New |
| 325 | Paragon Capital Management Ltd#325 · 5,410 sh | 5,410 | $228.9K | — | New |
| 326 | GTS SECURITIES#326 · 5,385 sh | 5,385 | $227.8K | <0.01% | -66.4% |
| 327 | VERUS CAPITAL PARTNERS#327 · 5,349 sh | 5,349 | $226.3K | 0.01% | New |
| 328 | Central Pacific Bank - Division#328 · 5,297 sh | 5,297 | $224.1K | — | -1.9% |
| 329 | Cornerstone Advisory#329 · 5,292 sh | 5,292 | $223.9K | 0.02% | New |
| 330 | Legacy Capital Wealth Partners#330 · 5,269 sh | 5,269 | $222.9K | — | New |
| 331 | HERITAGE INVESTORS MANAGEMENT#331 · 5,164 sh | 5,164 | $218.0K | <0.01% | New |
| 332 | D'Orazio & Associates#332 · 5,143 sh | 5,143 | $217.6K | 0.03% | -60.4% |
| 333 | Vestmark Advisory Solutions#333 · 5,137 sh | 5,137 | $217.3K | <0.01% | New |
| 334 | Legacy Wealth Asset Management#334 · 5,129 sh | 5,129 | $217.0K | — | New |
| 335 | Bayforest Capital Ltd#335 · 5,079 sh | 5,079 | $214.9K | 0.20% | New |
| 336 | KBC Group NV#336 · 5,045 sh | 5,045 | $213.0K | — | 0.0% |
| 337 | THOMPSON SIEGEL & WALMSLEY#337 · 4,977 sh | 4,977 | $211.0K | <0.01% | New |
| 338 | Empowered Funds#338 · 4,925 sh | 4,925 | $208.4K | <0.01% | -15.8% |
| 339 | Global Retirement Partners#339 · 4,876 sh | 4,876 | $206.3K | <0.01% | — |
| 340 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#340 · 4,735 sh | 4,735 | $200.3K | <0.01% | -2.7% |
| 341 | SRS Capital Advisors#341 · 4,342 sh | 4,342 | $183.7K | <0.01% | +841.9% |
| 342 | SouthState Bank#342 · 4,335 sh | 4,335 | $183.4K | <0.01% | 0.0% |
| 343 | Versant Capital Management#343 · 3,939 sh | 3,939 | $166.7K | — | +37.1% |
| 344 | Pinnacle Wealth Planning Services#344 · 3,343 sh | 3,343 | $141.4K | 0.01% | +3.2% |
| 345 | ORG Wealth Partners#345 · 3,309 sh | 3,309 | $140.0K | 0.02% | 0.0% |
| 346 | HARBOUR INVESTMENTS#346 · 3,262 sh | 3,262 | $138.0K | <0.01% | 0.0% |
| 347 | Cascades Capital Asset Management#347 · 3,228 sh | 3,228 | $136.6K | 0.05% | 0.0% |
| 348 | Main Street Group, LTD#348 · 3,079 sh | 3,079 | $130.3K | 0.03% | 0.0% |
| 349 | SIGNATUREFD#349 · 2,969 sh | 2,969 | $125.6K | — | -5.1% |
| 350 | Sterling Capital Management#350 · 2,914 sh | 2,914 | $123.3K | — | -38.5% |
| 351 | Cassaday & Wealth Management#351 · 2,912 sh | 2,912 | $123.2K | <0.01% | 0.0% |
| 352 | EXCHANGE TRADED CONCEPTS#352 · 2,812 sh | 2,812 | $119.0K | <0.01% | +18.4% |
| 353 | Advisors Asset Management#353 · 2,809 sh | 2,809 | $118.8K | <0.01% | +54.6% |
| 354 | Horizon Investments#354 · 2,812 sh | 2,812 | $117.9K | <0.01% | +18.4% |
| 355 | Concord Wealth Partners#355 · 2,728 sh | 2,728 | $115.4K | 0.01% | New |
| 356 | Smartleaf Asset Management#356 · 2,671 sh | 2,671 | $112.9K | <0.01% | 0.0% |
| 357 | Spire Wealth Management#357 · 2,524 sh | 2,524 | $106.8K | <0.01% | 0.0% |
| 358 | Steward Partners Investment Advisory#358 · 2,345 sh | 2,345 | $99.2K | <0.01% | -10.9% |
| 359 | CoreCap Advisors#359 · 2,295 sh | 2,295 | $97.1K | — | -0.9% |
| 360 | BNP Paribas Asset Management Holding S.A.#360 · 2,272 sh | 2,272 | $96.1K | <0.01% | -9.4% |
| 361 | UMB Bank, n.a.#361 · 1,897 sh | 1,897 | $80.3K | <0.01% | +10.4% |
| 362 | MANNING & NAPIER ADVISORS#362 · 1,657 sh | 1,657 | $70.0K | <0.01% | New |
| 363 | Farther Finance Advisors#363 · 1,515 sh | 1,515 | $64.1K | — | -4.0% |
| 364 | SBI Securities , Ltd.#364 · 1,492 sh | 1,492 | $63.1K | — | New |
| 365 | HUNTINGTON NATIONAL BANK#365 · 1,331 sh | 1,331 | $56.3K | <0.01% | +3.7% |
| 366 | Ronald Blue#366 · 1,320 sh | 1,320 | $55.8K | — | 0.0% |
| 367 | Optiver Holding B.V.#367 · 1,278 sh | 1,278 | $54.1K | 0.00% | +409.2% |
| 368 | TOKIO MARINE ASSET MANAGEMENT LTD#368 · 1,248 sh | 1,248 | $52.8K | — | New |
| 369 | EverSource Wealth Advisors#369 · 1,223 sh | 1,223 | $51.7K | <0.01% | -54.9% |
| 370 | Nykredit A/S#370 · 1,216 sh | 1,216 | $51.4K | <0.01% | — |
| 371 | Commonwealth Retirement Investments#371 · 1,102 sh | 1,102 | $46.6K | — | New |
| 372 | BROWN BROTHERS HARRIMAN#372 · 1,077 sh | 1,077 | $45.6K | <0.01% | +1298.7% |
| 373 | Covestor Ltd#373 · 1,057 sh | 1,057 | $45.0K | 0.03% | +128.8% |
| 374 | Parkside Financial Bank#374 · 1,010 sh | 1,010 | $42.7K | <0.01% | +100.0% |
| 375 | Kemnay Advisory Services#375 · 968 sh | 968 | $41.0K | <0.01% | +14.7% |
| 376 | BARROW HANLEY MEWHINNEY & STRAUSS#376 · 897 sh | 897 | $38.0K | <0.01% | +17.1% |
| 377 | MATHER GROUP#377 · 884 sh | 884 | $37.4K | — | 0.0% |
| 378 | Parallel Advisors#378 · 821 sh | 821 | $34.7K | <0.01% | 0.0% |
| 379 | FINANCIAL CONSULATE#379 · 814 sh | 814 | $34.4K | — | 0.0% |
| 380 | WELLINGTON-ALTUS USA#380 · 956 sh | 956 | $34.2K | 0.02% | 0.0% |
| 381 | Westside Investment Management#381 · 780 sh | 780 | $33.0K | <0.01% | 0.0% |
| 382 | TOUNJIAN ADVISORY PARTNERS#382 · 771 sh | 771 | $32.6K | 0.01% | New |
| 383 | NBC SECURITIES#383 · 737 sh | 737 | $31.2K | — | 0.0% |
| 384 | Essential Partners#384 · 731 sh | 731 | $30.9K | — | 0.0% |
| 385 | PRIVATE NA#385 · 664 sh | 664 | $28.1K | — | -7.6% |
| 386 | LOS ANGELES CAPITAL MANAGEMENT#386 · 590 sh | 590 | $25.0K | <0.01% | 0.0% |
| 387 | Bare Financial Services#387 · 572 sh | 572 | $24.2K | <0.01% | +56.7% |
| 388 | Owl Creek Wealth Partners#388 · 569 sh | 569 | $24.1K | — | 0.0% |
| 389 | Hilton Head Capital Partners#389 · 556 sh | 556 | $23.5K | — | +1.1% |
| 390 | TD PRIVATE CLIENT WEALTH#390 · 551 sh | 551 | $23.3K | <0.01% | +2195.8% |
| 391 | Fortitude Family Office#391 · 485 sh | 485 | $20.5K | — | +140.1% |
| 392 | ASSETMARK#392 · 482 sh | 482 | $20.4K | — | +15.6% |
| 393 | NOMURA ASSET MANAGEMENT LTD#393 · 450 sh | 450 | $19.0K | 0.00% | -70.6% |
| 394 | DANSKE BANK A/S#394 · 400 sh | 400 | $16.9K | 0.00% | 0.0% |
| 395 | Crewe Advisors#395 · 375 sh | 375 | $15.9K | <0.01% | -28.4% |
| 396 | Allworth Financial#396 · 340 sh | 340 | $14.4K | <0.01% | -0.9% |
| 397 | Mitsubishi UFJ Asset Management , Ltd.#397 · 328 sh | 328 | $13.9K | 0.00% | 0.0% |
| 398 | Inspire Investing#398 · 295 sh | 295 | $12.5K | — | -99.4% |
| 399 | ROTHSCHILD INVESTMENT#399 · 268 sh | 268 | $11.3K | <0.01% | +5.5% |
| 400 | Fulcrum Asset Management LLP#400 · 258 sh | 258 | $10.9K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.