Position in AUB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,164,950
+$1,957,881 QoQ
Shares Held
60,575
+932.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. AUB ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
295,417 | $8,785,701 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
104,053 | $4,309,875 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
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|
60,575 | $2,164,950 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
9,183 | $1,910,890 | |
| 5 | USB |
US Bancorp De
|
26,489 | $1,377,692 | |
| 6 | JMSB |
John Marshall Bancorp, Inc.
|
64,141 | $1,300,779 | |
| 7 | TFC |
Truist Financial Corp
|
23,056 | $1,059,884 | |
| 8 | MTB |
M&T Bank Corp
|
4,975 | $1,028,432 |
All Filings in AUB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,164,950 | 60,575 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $207,069 | 5,866 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $185,872 | 5,267 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $234,412 | 7,494 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $1,583,582 | 44,848 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,638,745 | 44,848 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,578,525 | 54,848 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,423,305 | 54,848 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,922,422 | 54,848 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,927,358 | 54,848 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,666,282 | 54,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,628,940 | 48,023 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,761,963 | 48,023 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,790,777 | 48,023 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,862,913 | 77,691 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,801,906 | 77,358 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,967,452 | 77,358 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,531,702 | 76,858 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $2,773,810 | 126,658 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||