VISTA INVESTMENT MANAGEMENT
Position in AUB — Atlantic Union Bankshares Corp
CIK 1740140
PITTSBURGH, PA
Position in AUB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$464,298
+$53,195 QoQ
Shares Held
12,991
+11.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 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, 2026VISTA INVESTMENT MANAGEMENT holds $7,968,505 across 8 Banks - Regional names. AUB ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,146 | $2,943,641 | |
| 2 | FBIZ |
First Business Financial Services, Inc.
|
52,770 | $2,845,886 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
21,767 | $597,068 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
This page
|
12,991 | $464,298 | |
| 5 | CIVB |
Civista Bancshares, Inc.
|
16,526 | $376,627 | |
| 6 | FNB |
Fnb Corp/Pa/
|
18,592 | $310,858 | |
| 7 | ORRF |
Orrstown Financial Services Inc
|
8,290 | $299,103 | |
| 8 | NWBI |
Northwest Bancshares, Inc.
|
10,325 | $131,024 |
All Filings in AUB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $464,298 | 12,991 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $411,103 | 11,646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $390,166 | 11,056 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $312,706 | 9,997 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $286,456 | 9,199 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,571 | 9,070 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $343,550 | 9,120 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $300,577 | 9,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $323,086 | 9,150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $329,956 | 9,030 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,515 | 8,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $224,078 | 8,635 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $220,149 | 6,281 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $220,714 | 6,281 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $206,267 | 6,081 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $200,657 | 5,469 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $203,939 | 5,469 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $201,532 | 5,469 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $209,790 | 5,469 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||