Quadrant Private Wealth Management, LLC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1727454
Center Valley, PA
Position in AUB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$307,424
+$47,738 QoQ
Shares Held
7,266
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#289
of 449 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Quadrant Private Wealth Management, LLC holds $3,529,961 across 5 Banks - Regional names. AUB ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
20,044 | $2,069,743 | |
| 2 | PFS |
Provident Financial Services Inc
|
20,028 | $473,461 | |
| 3 | TFC |
Truist Financial Corp
|
8,866 | $441,704 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
This page
|
7,266 | $307,424 | |
| 5 | KB |
KB Financial Group Inc.
|
2,264 | $237,629 |
All Filings in AUB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,424 | 7,266 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $259,686 | 7,266 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $256,489 | 7,266 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $256,417 | 7,266 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $227,280 | 7,266 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||