Position in AUB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,142,653
+$92,204 QoQ
Shares Held
87,931
+1.8% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MARTIN & CO INC /TN/ holds $23,915,129 across 7 Banks - Regional names. AUB ranks #5 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
66,363 | $5,175,650 | |
| 2 | FBNC |
First Bancorp /Nc/
|
67,716 | $3,815,796 | |
| 3 | SSB |
SouthState Bank Corp
|
39,717 | $3,674,616 | |
| 4 | HFWA |
Heritage Financial Corp /Wa/
|
137,899 | $3,585,374 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
This page
|
87,931 | $3,142,653 | |
| 6 | BOKF |
Bok Financial Corp
|
19,115 | $2,447,866 | |
| 7 | PB |
Prosperity Bancshares Inc
|
30,860 | $2,073,174 |
All Filings in AUB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,142,653 | 87,931 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,050,449 | 86,415 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,944,350 | 83,433 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,605,029 | 83,281 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,567,399 | 82,447 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,116,577 | 82,275 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,217,884 | 85,423 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,807,853 | 85,475 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,155,019 | 89,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,244,532 | 88,794 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,598,661 | 90,294 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,344,997 | 90,366 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,254,006 | 92,839 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,271,288 | 93,093 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,773,025 | 91,278 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,999,308 | 88,423 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,149,799 | 85,849 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,115,728 | 83,554 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,179,196 | 86,274 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,069,970 | 84,759 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,396,240 | 88,536 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,981,399 | 90,510 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,927,360 | 90,190 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,102,928 | 90,800 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $1,941,610 | 88,658 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||