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Atlantic Union Bankshares Corp.
Atlantic Union Bankshares Corporation is a publicly traded bank holding company headquartered in Glen Allen, Virginia, near Richmond. It is the parent of Atlantic Union Bank, the largest bank headquartered in Virginia, with a regional footprint extending through Virginia, Maryland, and North Carolina. Founded in 1902, the firm operates 129 branches and provides a broad array of banking and financial services, serving both individual consumers and businesses. Atlantic Union employs several hundred individuals and is listed on the NYSE under the ticker AUB. Its business segments include consumer and wholesale banking, equipment finance, wealth management, and insurance solutions. The firm primarily serves retail, small business, commercial, and industrial clients.
Investment Strategy
Atlantic Union Bankshares Corporation pursues a strategy focused on sustainable, profitable growth within the Mid-Atlantic region, balancing soundness, profitability, and growth in that order of priority. The firm is community-focused and maintains close relationships with local businesses and individuals, offering a diversified set of banking, lending, and financial products. The wholesale segment emphasizes loan, leasing, and deposit services, plus treasury management and capital markets for business clients, while the consumer segment delivers retail banking, mortgages, and investment/advisory services. Atlantic Union seeks to create long-term value for shareholders by expanding through acquisitions and enhancing operational efficiency.
Latest 13F Filing Activity
Atlantic Union Bankshares Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 1,208 equity positions with a total 13F market value of $4B. The fund increased holdings in I Shares TR S & P 500 Index Fund, Ishares Core S&P Mid-cap Etf, Nvidia Corp. among other positions. Atlantic Union Bankshares Corp. reduced exposure to Avantis U.s Small Cap Equity Etf, Vanguard Mega Cap Etf, Erie Indty Co. CL A among others.
Top Holdings
Equity Positions (1,208)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 3.86% | $169.0M | 1,069,790 | $131.58 | $157.99 | +$130.1M |
A AAPL | APPLE INC | 3.75% | $164.1M | 799,865 | $161.27 | $205.17 | +$89.0M |
M MSFT | MICROSOFT CORP | 3.70% | $162.1M | 325,882 | $392.98 | $497.41 | +$111.4M |
I IVV | I SHARES TR S & P 500 INDEX FUND | 3.69% | $161.6M | 260,301 | $610.69 | $620.90 | +$154.4M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 3.51% | $153.8M | 2,480,098 | $62.02 | $62.02 | +$153.8M |
Industry Allocation
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