Position in AUB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,475,681
+$646,181 QoQ
Shares Held
82,148
+3.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#105
of 449 holders
Holding Since
Dec 2025
3 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, 2026Wills Financial Group LLC holds $4,049,373 across 2 Banks - Regional names. AUB ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
This page
|
82,148 | $3,475,681 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,330 | $573,692 |
All Filings in AUB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,475,681 | 82,148 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,829,500 | 79,169 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,281,792 | 64,640 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||