Atlantic Union Bankshares files $6.0B Form 13F report

Atlantic Union Bankshares Corp, as an institutional investment manager, filed a quarterly holdings report on Form 13F. The filing is a full 13F holdings report, indicating that all reportable equity and related securities managed by the firm are included.

Rhea-AI Filing Summary

Atlantic Union Bankshares Corp, as an institutional investment manager, filed a quarterly holdings report on Form 13F. The filing is a full 13F holdings report, indicating that all reportable equity and related securities managed by the firm are included. The report covers 3,183 individual information table entries with an aggregate reported value of $5,985,097,866, rounded to the nearest dollar. Three other included managers are listed: Atlantic Union Bankshares Corp itself, West Financial Services, Inc., and SSB Wealth Management, Inc.

Key Figures

Form 13F Information Table Value Total: $5,985,097,866 Form 13F Information Table Entry Total: 3,183 Number of Other Included Managers: 3

3 metrics

Form 13F Information Table Value Total $5,985,097,866 Aggregate value of reportable holdings, rounded to nearest dollar

Form 13F Information Table Entry Total 3,183 Number of individual holdings or positions reported

Number of Other Included Managers 3 Managers listed as included in this Form 13F report

Key Terms

Form 13F, institutional investment manager, 13F Holdings Report, Other Included Managers

4 terms

Form 13F regulatory

"Form 13F Information Table Entry Total: 3,183"

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.

institutional investment manager regulatory

"The institutional investment manager filing this report and the person"

13F Holdings Report regulatory

"13F HOLDINGS REPORT. (Check here if all holdings of this reporting"

Other Included Managers regulatory

"List of Other Included Managers Provide a numbered list of the name(s)"

FAQ

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

What did Atlantic Union Bankshares Corp (AUB) file on Form 13F?

Atlantic Union Bankshares Corp filed a Form 13F Holdings Report, disclosing all reportable securities it manages. The report details its institutional investment positions and those of its listed affiliated managers.

What is the total value of AUB’s reported Form 13F holdings?

The Form 13F shows a total information table value of $5,985,097,866, rounded to the nearest dollar. This represents the aggregate value of all 3,183 reported positions in the portfolio.

How many positions does AUB report in its latest Form 13F?

Atlantic Union Bankshares Corp reports 3,183 information table entries in its Form 13F. Each entry corresponds to a distinct reportable holding or issuer-position combination under SEC Form 13F rules.

Which other managers are included in AUB’s Form 13F report?

The report lists three included managers: Atlantic Union Bankshares Corp, West Financial Services, Inc. (Form 13F File No. 028-14179), and SSB Wealth Management, Inc. (Form 13F File No. 028-23395).

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

The Form 13F was signed by Alexander Dodd, serving as Chief Financial Officer. The signature block confirms authorization to submit the report and the completeness of the included information.

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

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Available on EDGAR 08/11/2026 - 12:37 PM Accepted by SEC EDGAR 08/11/2026 - 12:36 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: 06-30-2026

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	08-11-2026
[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:		3,183
	Form 13F Information Table Value Total:		5,985,097,866
			(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 Bankshares Corp				0000883948
	2	West Financial Services, Inc.	028-14179			0001510062
	3	SSB Wealth Management, Inc.	028-23395			0001810360