MONTGOMERY INVESTMENT MANAGEMENT INC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1272544
ROCKVILLE, MD
Position in AUB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$231,562
New position
Shares Held
5,473
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#321
of 449 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $22,346,052 across 5 Banks - Regional names. AUB ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
317,013 | $15,793,587 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
14,371 | $3,538,427 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,918 | $2,513,727 | |
| 4 | RF |
Regions Financial Corp
|
8,899 | $268,749 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
This page
|
5,473 | $231,562 |
All Filings in AUB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,562 | 5,473 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||