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Atlantic Union Bankshares 13F lists $5,332,485,886

Atlantic Union Bankshares Corp filed a Form 13F holdings report as an institutional investment manager.

(Neutral)
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Atlantic Union Bankshares Corp filed a Form 13F holdings report as an institutional investment manager. The summary page shows 3,409 reportable positions with a total Form 13F information table value of $5,332,485,886, rounded to the nearest dollar.

The report is filed as a 13F holdings report and includes three other investment managers: Atlantic Union Bank, West Financial Services, Inc., and SSB Wealth Management, Inc. It was signed by Executive Vice President and Chief Financial Officer Robert M. Gorman in Richmond, Virginia on February 4, 2026.

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FAQ

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

What did Atlantic Union Bankshares Corp (AUB) report in its latest Form 13F?

Atlantic Union Bankshares Corp filed a Form 13F holdings report listing 3,409 reportable positions with a total Form 13F information table value of $5,332,485,886. The filing classifies it as a full 13F holdings report, not a notice or combination report.

How large is Atlantic Union Bankshares Corp’s reported 13F portfolio?

The Form 13F report for Atlantic Union Bankshares Corp shows a Form 13F information table value total of $5,332,485,886, rounded to the nearest dollar. This value is spread across 3,409 separate entries in the information table reported for this filing.

How many positions are included in Atlantic Union Bankshares Corp’s 13F filing?

The Form 13F summary page for Atlantic Union Bankshares Corp reports a Form 13F information table entry total of 3,409. This figure represents the number of individual reportable holdings included in the information table associated with this institutional investment manager’s filing.

Which other managers are included in Atlantic Union Bankshares Corp’s 13F report?

The filing lists three other included managers: Atlantic Union Bank, West Financial Services, Inc., and SSB Wealth Management, Inc. Each is identified on the summary’s list of other included managers as being reported in conjunction with Atlantic Union Bankshares Corp’s Form 13F filing.

Who signed the Atlantic Union Bankshares Corp Form 13F and in what capacity?

The Form 13F report was signed by Robert M. Gorman, who is identified as Executive Vice President and Chief Financial Officer. The signature block notes the signing took place in Richmond, Virginia, with a signing date of February 4, 2026.

What type of Form 13F report did Atlantic Union Bankshares Corp file?

Atlantic Union Bankshares Corp filed its submission as a 13F holdings report. The report type section has the 13F holdings report option marked, indicating that all holdings of this reporting manager are reported in this filing rather than through notices or combination reports.

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

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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: 12-31-2025
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: Robert M. Gorman
Title: Executive Vice President and Chief Financial Officer
Phone: 804-633-5031
Signature, Place, and Date of Signing:
/s/ Robert M. Gorman Richmond, VA 02-04-2026
[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: 3,409
Form 13F Information Table Value Total: 5,332,485,886
(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

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