FIDELIS CAPITAL PARTNERS, LLC
Position in AUB — Atlantic Union Bankshares Corp
CIK 1962755
TAMPA, FL
Position in AUB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$968,391
+$150,482 QoQ
Shares Held
22,888
+0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#197
of 449 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $8,939,541 across 11 Banks - Regional names. AUB ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,075 | $2,480,666 | |
| 2 | FITB |
Fifth Third Bancorp
|
20,795 | $1,172,214 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
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|
22,888 | $968,391 | |
| 4 | USB |
US Bancorp \De\
|
15,442 | $932,696 | |
| 5 | RF |
Regions Financial Corp
|
29,021 | $876,434 | |
| 6 | MTB |
M&T Bank Corp
|
3,681 | $876,114 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,677 | $467,857 | |
| 8 | TFC |
Truist Financial Corp
|
9,077 | $452,216 |
All Filings in AUB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,391 | 22,888 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $817,909 | 22,885 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $811,335 | 22,984 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $810,152 | 22,957 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $715,185 | 22,864 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $710,459 | 22,815 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||