Position in WSO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,454,386
+$184,759 QoQ
Shares Held
3,490
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#313
of 780 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $2,089,306 across 4 Industrial Distribution names. WSO ranks #1 (69.6% of the industry book) .
All Filings in WSO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,386 | 3,490 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,269,627 | 3,490 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,165,172 | 3,458 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,391,600 | 3,442 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||