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WESTWOOD HOLDINGS GROUP INC

Position in AUB — Atlantic Union Bankshares Corp

CIK 1165002 DALLAS, TX

Position in AUB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$37,312,131
-$33,971,549 QoQ
Shares Held
881,875
-55.8% QoQ
Ownership
0.617%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#27
of 452 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 72% Shared 0% None 28%

Common Shares in AUB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $827,796,244 across 24 Banks - Regional names. AUB ranks #11 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AUB

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $37,312,131 881,875
2026-03-31 $71,283,680 1,994,507
2025-12-31 $71,630,442 2,029,191
2025-09-30 $74,347,419 2,106,756
2025-06-30 $74,344,239 2,376,734
2025-03-31 $67,027,822 2,152,467
2024-12-31 $92,536,218 2,442,878
2024-09-30 $96,486,619 2,561,365
2024-06-30 $87,326,534 2,658,342
2024-03-31 $92,786,064 2,627,756
2023-12-31 $80,678,968 2,207,963
2023-09-30 $71,060,899 2,469,107
2023-06-30 $69,230,603 2,667,846
2023-03-31 $70,860,199 2,021,689
2022-12-31 $76,715,855 2,183,149
2022-09-30 $65,845,308 2,167,390
2022-06-30 $57,008,733 1,680,682