Position in AUB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$71,283,680
-$346,762 QoQ
Shares Held
1,994,507
-1.7% QoQ
Ownership
1.39%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 74.30783647287275.ToString("F0")%
Shared 0.ToString("F0")%
None 25.692163527127253.ToString("F0")%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $902,963,360 across 21 Banks - Regional names. AUB ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
743,728 | $101,950,234 | |
| 2 | SSB |
SouthState Bank Corp
|
1,013,170 | $93,738,488 | |
| 3 | FBNC |
First Bancorp /Nc/
|
1,285,239 | $72,423,217 | |
| 4 | NIC |
Nicolet Bankshares Inc
|
486,751 | $72,340,933 | |
| 5 | RNST |
Renasant Corp
|
1,978,547 | $71,484,903 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
This page
|
1,994,507 | $71,283,680 | |
| 7 | CHCO |
City Holding Co
|
575,096 | $68,735,473 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
2,267,167 | $68,672,488 |
All Filings in AUB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,283,680 | 1,994,507 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $71,630,442 | 2,029,191 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $74,347,419 | 2,106,756 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $74,344,239 | 2,376,734 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $67,027,822 | 2,152,467 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $92,536,218 | 2,442,878 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $96,486,619 | 2,561,365 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $87,326,534 | 2,658,342 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $92,786,064 | 2,627,756 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $80,678,968 | 2,207,963 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $71,060,899 | 2,469,107 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $69,230,603 | 2,667,846 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $70,860,199 | 2,021,689 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $76,715,855 | 2,183,149 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $65,845,308 | 2,167,390 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,008,733 | 1,680,682 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||