Heritage Wealth Advisors

Position in AUB — Atlantic Union Bankshares Corp

CIK 1591122 RICHMOND, VA

Position in AUB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$753,720

+$9,279 QoQ

Shares Held

21,089

0.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Heritage Wealth Advisors holds $3,914,246 across 13 Banks - Regional names. AUB ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	36,076	$1,658,413
2	AUB	Atlantic Union Bankshares Corp This page	21,089	$753,720
3	UBSI	United Bankshares Inc/Wv	13,292	$550,554
4	PNC	Pnc Financial Services Group, Inc.	1,915	$398,492
5	BRBS	Blue Ridge Bankshares, Inc.	72,588	$304,869
6	RF	Regions Financial Corp	3,437	$89,774
7	CHCO	City Holding Co	415	$49,600
8	LNKB	LINKBANCORP, Inc.	4,938	$41,182

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$753,720	21,089	0.0%	Shares	Sole	2026-05-14
2025-12-31	$744,441	21,089	0.0%	Shares	Sole	2026-02-13
2025-09-30	$744,230	21,089	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$663,010	21,196	0.0%	Shares	Sole	2025-08-11
2025-03-31	$660,043	21,196	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$804,722	21,244	0.0%	Shares	Sole	2025-02-12
2024-09-30	$800,261	21,244	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$698,850	21,274	+0.5%	Shares	Sole	2024-12-12
2024-03-31	$747,406	21,167	0.0%	Shares	Sole	2024-12-12
2023-12-31	$773,442	21,167	-3.3%	Shares	Sole	2024-12-12
2023-09-30	$629,965	21,889	+14.1%	Shares	Sole	2024-12-12
2023-06-30	$497,902	19,187	0.0%	Shares	Sole	2024-12-12
2023-03-31	$672,504	19,187	0.0%	Shares	Sole	2023-05-04
2022-12-31	$674,231	19,187	0.0%	Shares	Sole	2024-12-12
2022-09-30	$582,901	19,187	0.0%	Shares	Sole	2024-12-12
2022-06-30	$650,823	19,187	0.0%	Shares	Sole	2022-08-04
2022-03-31	$703,971	19,187	0.0%	Shares	Sole	2022-05-11
2021-12-31	$715,483	19,187	0.0%	Shares	Sole	2022-03-28
2021-09-30	$707,040	19,187	+23.5%	Shares	Sole	2021-11-02
2021-06-30	$562,532	15,531	-6.0%	Shares	Sole	2021-08-09
2021-03-31	$634,129	16,531	-35.1%	Shares	Sole	2021-04-27
2020-12-31	$838,751	25,463	-25.2%	Shares	Sole	2021-02-01
2020-09-30	$727,926	34,063	+4.4%	Shares	Sole	2020-11-03
2020-06-30	$755,733	32,631	0.0%	Shares	Sole	2020-07-17
2020-03-31	$714,618	32,631	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.