Taylor Financial Group, Inc.
Position in AUB — Atlantic Union Bankshares Corp
CIK 2012516
Roanoke, VA
Position in AUB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$637,019
+$98,918 QoQ
Shares Held
15,056
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#217
of 449 holders
Holding Since
Dec 2023
11 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, 2026Taylor Financial Group, Inc. holds $2,525,317 across 3 Banks - Regional names. AUB ranks #2 (25.2% of the industry book) .
All Filings in AUB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,019 | 15,056 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $538,101 | 15,056 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $536,771 | 15,206 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $536,619 | 15,206 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $485,903 | 15,534 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $551,613 | 17,714 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $671,688 | 17,732 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $667,964 | 17,732 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $582,496 | 17,732 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $485,900 | 13,761 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $651,179 | 17,821 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||