Atlantic Union Bankshares Corp
Position in BAC — Bank Of America Corp /De/
CIK 883948
GLEN ALLEN, VA
Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,379,761
+$497,083 QoQ
Shares Held
147,065
-9.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#779
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $123,742,984 across 12 Banks - Diversified names. BAC ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
291,617 | $95,454,991 | |
| 2 | C |
Citigroup Inc
|
81,041 | $11,342,496 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
147,065 | $8,379,761 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
85,748 | $7,086,213 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,702 | $1,113,785 | |
| 6 | TD |
Toronto Dominion Bank
|
1,050 | $127,501 | |
| 7 | UBS |
UBS Group AG
|
2,564 | $127,071 | |
| 8 | SAN |
Banco Santander, S.A.
|
3,650 | $50,370 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,379,761 | 147,065 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $7,882,678 | 161,696 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,589,580 | 174,356 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $9,197,360 | 178,278 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $8,693,013 | 183,707 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,704,155 | 304,437 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $13,219,148 | 300,777 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $11,691,552 | 294,646 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,885,644 | 273,715 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $8,061,412 | 212,590 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $7,035,615 | 208,958 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $5,328,722 | 194,621 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $5,250,241 | 182,999 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $4,296,091 | 150,213 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $4,266,849 | 128,830 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $3,762,134 | 124,574 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $3,914,752 | 125,755 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $5,164,494 | 125,291 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $5,511,554 | 123,883 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $5,359,396 | 126,252 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $5,263,875 | 127,671 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $5,168,055 | 133,576 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $3,884,862 | 128,171 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,096,624 | 128,544 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,564,541 | 150,086 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,295,893 | 155,247 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||