ENVESTNET ASSET MANAGEMENT INC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1407543
Berwyn, PA
Position in AUB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,926,461
+$4,338,133 QoQ
Shares Held
660,044
+0.0% QoQ
Ownership
0.462%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
of 452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. AUB ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in AUB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,926,461 | 660,044 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $23,588,328 | 659,998 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,042,563 | 567,778 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,284,024 | 659,791 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,611,130 | 594,985 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,916,843 | 350,573 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,864,610 | 366,014 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,376,214 | 328,543 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,829,725 | 329,672 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,680,548 | 330,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,630,243 | 318,288 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,161,652 | 318,334 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,099,901 | 196,528 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,895,737 | 196,740 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,460,840 | 183,860 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,503,549 | 181,157 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,897,025 | 173,851 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,927,893 | 161,567 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,492,518 | 147,292 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,550,052 | 150,612 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $5,326,404 | 147,057 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,568,560 | 119,097 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,618,228 | 109,843 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,545,658 | 119,123 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,781,052 | 120,080 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,611,093 | 119,228 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||