DIMENSIONAL FUND ADVISORS LP

Position in AUB — Atlantic Union Bankshares Corp

CIK 354204 AUSTIN, TX

Back to AUB Full portfolio

Position in AUB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$325,822,411

+$52,930,930 QoQ

Shares Held

7,700,837

+0.9% QoQ

Ownership

5.39%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

of 452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 2% None 2%

Common Shares in AUB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. AUB ranks #27 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	10,454,788	$631,469,193
2	FITB	Fifth Third Bancorp	10,639,875	$599,769,751
3	ZION	Zions Bancorporation, National Association /Ut/	7,644,441	$528,918,870
4	PNC	Pnc Financial Services Group, Inc.	2,105,788	$518,487,119
5	PNFP	Pinnacle Financial Partners, Inc.	5,101,558	$514,645,169
6	BPOP	Popular, Inc.	3,126,242	$513,266,409
7	SSB	SouthState Bank Corp	5,104,685	$509,958,028
8	ONB	Old National Bancorp /In/	18,221,545	$471,938,014

All Filings in AUB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,822,411	7,700,837	+0.9%	Shares	Sole	2026-08-11
2026-03-31	$272,891,481	7,635,464	+1.4%	Shares	Sole	2026-05-07
2025-12-31	$265,902,296	7,532,643	-3.0%	Shares	Sole	2026-02-12
2025-09-30	$274,086,981	7,766,704	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$245,225,688	7,839,696	+39.9%	Shares	Sole	2025-08-12
2025-03-31	$174,499,807	5,603,719	-1.4%	Shares	Sole	2025-05-13
2024-12-31	$215,200,179	5,681,103	+0.6%	Shares	Sole	2025-02-13
2024-09-30	$212,836,288	5,650,021	-0.6%	Shares	Sole	2024-11-07
2024-06-30	$186,630,375	5,681,290	+13.8%	Shares	Sole	2024-08-09
2024-03-31	$176,228,323	4,990,890	+1.5%	Shares	Sole	2024-05-10
2023-12-31	$179,684,350	4,917,470	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$140,700,094	4,888,815	-1.8%	Shares	Sole	2023-11-09
2023-06-30	$129,178,449	4,977,975	-4.6%	Shares	Sole	2023-08-09
2023-03-31	$182,867,869	5,217,343	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$183,185,204	5,213,011	+3.5%	Shares	Sole	2023-02-09
2022-09-30	$152,960,715	5,034,915	+2.9%	Shares	Sole	2022-11-10
2022-06-30	$165,966,013	4,892,866	+5.0%	Shares	Sole	2022-08-12
2022-03-31	$170,971,217	4,659,886	+1.3%	Shares	Defined	2022-05-13
2021-12-31	$171,602,277	4,601,831	-1.2%	Shares	Defined	2022-02-09
2021-09-30	$171,589,592	4,656,434	+0.8%	Shares	Defined	2021-11-12
2021-06-30	$167,362,876	4,620,731	+0.2%	Shares	Defined	2021-08-12
2021-03-31	$176,924,912	4,612,224	-0.6%	Shares	Defined	2021-05-14
2020-12-31	$152,916,703	4,642,280	-0.3%	Shares	Defined	2021-03-08
2020-09-30	$99,525,795	4,657,267	-0.1%	Shares	Defined	2020-11-12
2020-06-30	$108,020,023	4,664,077	+1.0%	Shares	Defined	2020-08-13
2020-03-31	$101,141,646	4,618,340	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.