TRUST POINT INC.

Position in AUB — Atlantic Union Bankshares Corp

CIK 1635633 LA CROSSE, WI

Position in AUB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$483,645

-$142,591 QoQ

Shares Held

11,431

-34.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#245

of 449 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names. AUB ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	23,475	$1,417,890
2	PNC	Pnc Financial Services Group, Inc.	2,969	$731,027
3	MFG	Mizuho Financial Group Inc	52,359	$501,599
4	TFC	Truist Financial Corp	9,751	$485,794
5	AUB	Atlantic Union Bankshares Corp This page	11,431	$483,645
6	LYG	Lloyds Banking Group plc	65,773	$383,456
7	HWC	Hancock Whitney Corp	4,816	$359,851
8	UMBF	Umb Financial Corp	2,191	$312,786

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,645	11,431	-34.8%	Shares	Sole	2026-07-08
2026-03-31	$626,236	17,522	+7.4%	Shares	Sole	2026-04-15
2025-12-31	$575,813	16,312	-2.0%	Shares	Sole	2026-01-13
2025-09-30	$587,684	16,653	+64.5%	Shares	Sole	2025-10-10
2025-06-30	$316,647	10,123	-38.2%	Shares	Sole	2025-07-10
2025-03-31	$510,010	16,378	-31.0%	Shares	Sole	2025-04-17
2024-12-31	$899,687	23,751	-8.6%	Shares	Sole	2025-01-24
2024-09-30	$979,344	25,998	+2.0%	Shares	Sole	2024-10-17
2024-06-30	$837,182	25,485	-3.3%	Shares	Sole	2024-07-24
2024-03-31	$930,770	26,360	+40.5%	Shares	Sole	2024-04-19
2023-12-31	$685,307	18,755	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.