Legacy Capital Wealth Partners, LLC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1766228
LITTLE ROCK, AR
Position in AUB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$222,931
+$15,403 QoQ
Shares Held
5,269
-10.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#328
of 449 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $6,963,803 across 8 Banks - Regional names. AUB ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
61,874 | $3,223,016 | |
| 2 | USB |
US Bancorp \De\
|
16,397 | $990,378 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,766 | $927,264 | |
| 4 | HOMB |
Home Bancshares Inc
|
23,553 | $672,438 | |
| 5 | TFC |
Truist Financial Corp
|
9,031 | $449,924 | |
| 6 | SSB |
SouthState Bank Corp
|
2,555 | $255,244 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
This page
|
5,269 | $222,931 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
6,695 | $222,608 |
All Filings in AUB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,931 | 5,269 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $207,528 | 5,879 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $219,680 | 6,225 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||