Graves Light Lenhart Wealth, Inc.
Position in AUB — Atlantic Union Bankshares Corp
CIK 1759803
HARRISONBURG, VA
Position in AUB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$594,370
+$92,295 QoQ
Shares Held
14,048
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#224
of 449 holders
Holding Since
Mar 2020
26 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, 2026Graves Light Lenhart Wealth, Inc. holds $5,923,729 across 7 Banks - Regional names. AUB ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
51,009 | $2,541,268 | |
| 2 | UVSP |
UNIVEST FINANCIAL Corp
|
24,450 | $1,069,687 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,598 | $885,899 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
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|
14,048 | $594,370 | |
| 5 | USB |
US Bancorp \De\
|
5,207 | $314,502 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
6,257 | $286,758 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
3,218 | $231,245 |
All Filings in AUB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,370 | 14,048 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $502,075 | 14,048 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $495,894 | 14,048 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $495,753 | 14,048 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $439,421 | 14,048 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $437,454 | 14,048 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $532,138 | 14,048 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $529,527 | 14,057 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $461,772 | 14,057 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $451,120 | 12,776 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $500,196 | 13,689 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $394,487 | 13,707 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $336,104 | 12,952 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $453,967 | 12,952 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $481,347 | 13,698 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $425,046 | 13,991 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $433,802 | 12,789 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $469,228 | 12,789 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $476,901 | 12,789 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $489,957 | 13,296 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $481,581 | 13,296 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $510,034 | 13,296 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $375,318 | 11,394 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $243,489 | 11,394 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $286,998 | 12,392 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $282,312 | 12,891 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||