Smith Salley Wealth Management
Position in AUB — Atlantic Union Bankshares Corp
CIK 1482012
GREENSBORO, NC
Position in AUB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$2,221,133
+$26,850 QoQ
Shares Held
62,147
-0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Smith Salley Wealth Management holds $30,631,409 across 8 Banks - Regional names. AUB ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
79,656 | $16,575,617 | |
| 2 | FBNC |
First Bancorp /Nc/
|
110,644 | $6,234,789 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
152,909 | $2,393,025 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
This page
|
62,147 | $2,221,133 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
757 | $1,426,687 | |
| 6 | TFC |
Truist Financial Corp
|
16,938 | $778,639 | |
| 7 | USB |
US Bancorp De
|
13,563 | $705,411 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
|
8,954 | $296,108 |
All Filings in AUB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,221,133 | 62,147 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,194,283 | 62,161 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,221,717 | 62,956 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,087,220 | 66,727 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,080,214 | 66,802 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,003,548 | 52,892 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,992,441 | 52,892 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,671,572 | 50,885 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||