Atlantic Union reports $5.21B in 13F holdings

Atlantic Union Bankshares Corp submitted a Form 13F holdings report disclosing institutional holdings aggregated across its reporting managers.

Rhea-AI Filing Summary

Atlantic Union Bankshares Corp submitted a Form 13F holdings report disclosing institutional holdings aggregated across its reporting managers. The report lists 3,631 information-table entries with a total reported market value of $5,205,927,588. The filing identifies 3 other included managers.

Key Figures

Form 13F Information Table Entry Total: 3,631 Form 13F Information Table Value Total: $5,205,927,588 Number of Other Included Managers: 3

3 metrics

Form 13F Information Table Entry Total 3,631 Form 13F Summary Page

Form 13F Information Table Value Total $5,205,927,588 Form 13F Summary Page (rounded to nearest dollar)

Number of Other Included Managers 3 Form 13F Summary Page

Key Terms

Form 13F, Information Table, Other Included Managers

3 terms

Form 13F regulatory

"Form 13F Summary Page with information-table entries and value total"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

Information Table financial

"Form 13F Information Table Value Total: 5,205,927,588"

Other Included Managers regulatory

"List of Other Included Managers Provide a numbered list"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Atlantic Union's (AUB) Form 13F report show?

The filing reports 3,631 information-table entries and a total market value of $5,205,927,588. It lists holdings across multiple managers, with 3 other included managers named in the report.

How many other managers are included in the Atlantic Union 13F filing?

The Form 13F identifies 3 other included managers: Atlantic Union Bank, West Financial Services, Inc., and SSB Wealth Management, Inc. These names appear on the filing's list of other included managers.

Who signed the Atlantic Union 13F report for AUB?

Alexander Dodd, Chief Financial Officer, signed the report on behalf of the reporting manager. The signature block shows the signing took place in Richmond, VA on 05-12-2026.

What is the Form 13F information-table value total for AUB?

The filing reports an information-table value total of $5,205,927,588 (rounded to the nearest dollar). This figure is presented on the Form 13F summary page as the aggregate market value reported.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 05/12/2026 - 04:26 PM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 03-31-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	Atlantic Union Bankshares Corp
Address:	4300 COX ROAD
	GLEN ALLEN, VA 23060
Form 13F File Number:	028-16124
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Alexander Dodd
Title:		Chief Financial Officer
Phone:		804-486-2634
Signature, Place, and Date of Signing:
/s/ Alexander Dodd			Richmond, VA	05-12-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		3
	Form 13F Information Table Entry Total:		3,631
	Form 13F Information Table Value Total:		5,205,927,588
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	1	Atlantic Union Bank
	2	West Financial Services, Inc.	028-14179			0001510062
	3	SSB Wealth Management, Inc.	028-23395			0001810360