Position in AUB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$115,421
+$19,123 QoQ
Shares Held
2,728
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#353
of 449 holders
Holding Since
Mar 2021
13 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, 2026Concord Wealth Partners holds $4,731,684 across 13 Banks - Regional names. AUB ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
69,645 | $3,469,713 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,889 | $711,329 | |
| 3 | LOB |
Live Oak Bancshares, Inc.
|
2,850 | $116,394 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
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|
2,728 | $115,421 | |
| 5 | SSB |
SouthState Bank Corp
|
587 | $58,641 | |
| 6 | FITB |
Fifth Third Bancorp
|
979 | $55,186 | |
| 7 | FCBC |
First Community Bankshares Inc /Va/
|
1,141 | $50,683 | |
| 8 | KEY |
Keycorp /New/
|
2,183 | $50,318 |
All Filings in AUB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,421 | 2,728 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $96,298 | 2,728 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $96,271 | 2,728 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $85,331 | 2,728 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $84,949 | 2,728 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,569 | 675 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $25,427 | 675 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $22,173 | 675 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $1,137 | 31 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,155 | 31 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,142 | 31 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,122 | 31 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,189 | 31 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||