BEACON INVESTMENT ADVISORS LLC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1961635
Gaithersburg, MD
Position in AUB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,442,051
+$219,672 QoQ
Shares Held
34,083
-0.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#168
of 449 holders
Holding Since
Dec 2022
14 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, 2026BEACON INVESTMENT ADVISORS LLC holds $2,207,981 across 4 Banks - Regional names. AUB ranks #1 (65.3% of the industry book) .
All Filings in AUB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,051 | 34,083 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,222,379 | 34,202 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,215,802 | 34,442 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,206,670 | 34,193 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,041,686 | 33,302 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,353 | 7,301 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $276,486 | 7,299 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $274,877 | 7,297 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $239,673 | 7,296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $257,551 | 7,294 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $266,449 | 7,292 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $209,806 | 7,290 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $248,434 | 7,088 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,037 | 7,087 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||