HERITAGE INVESTORS MANAGEMENT CORP

Position in AUB — Atlantic Union Bankshares Corp

CIK 937589 BETHESDA, MD

Position in AUB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$218,488

-$16,237 QoQ

Shares Held

5,164

-31.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#329

of 449 holders

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $1,528,763 across 3 Banks - Regional names. AUB ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EGBN	Eagle Bancorp Inc	29,978	$851,075
2	PNC	Pnc Financial Services Group, Inc.	1,865	$459,200
3	AUB	Atlantic Union Bankshares Corp This page	5,164	$218,488

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,488	5,164	-31.2%	Shares	Sole	2026-08-04
2025-06-30	$234,725	7,504	—	Shares	Sole	2025-08-04
No filing history on record for this holder in this stock.