Accordant Advisory Group Inc
Position in AUB — Atlantic Union Bankshares Corp
CIK 2013499
ANNAPOLIS, MD
Position in AUB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$533,359
+$81,785 QoQ
Shares Held
12,606
-0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#238
of 449 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Accordant Advisory Group Inc holds $1,024,651 across 5 Banks - Regional names. AUB ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
This page
|
12,606 | $533,359 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
6,500 | $297,895 | |
| 3 | TFC |
Truist Financial Corp
|
3,295 | $164,156 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
271 | $18,750 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
104 | $10,491 |
All Filings in AUB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,359 | 12,606 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $451,574 | 12,635 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,241,783 | 35,178 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,279,086 | 36,245 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,122,357 | 35,881 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||