Institutional Report: State Street Holds 7.4M AUB Shares, 5.2%

Rhea-AI Filing Summary

State Street Corporation reports beneficial ownership of 7,400,456 shares of Atlantic Union Bankshares Corporation common stock, representing 5.2% of the class. The filing shows no sole voting or sole dispositive power; instead it discloses shared voting power of 921,263 shares and shared dispositive power of 7,400,456 shares. The reporting person is identified as organized in Massachusetts and classified with type code HC.

The filing lists several State Street-affiliated entities as relevant subsidiaries, each annotated as (IA) (investment adviser): SSGA Funds Management, Inc.; State Street Global Advisors Europe Limited; State Street Global Advisors Limited; State Street Global Advisors Trust Company; State Street Global Advisors, Australia, Limited; and State Street Global Advisors, Ltd. The statement affirms the securities are held in the ordinary course of business and not for the purpose of changing or influencing control.

Positive

• Material institutional stake disclosed: 7,400,456 shares, representing 5.2% of the class
• Transparency on voting/dispositive powers: shared voting power and shared dispositive power are explicitly reported
• Subsidiary identification provided: multiple State Street Global Advisors entities are listed and annotated as (IA), clarifying fiduciary holders
• Ordinary-course certification: filer certifies the securities are held in the ordinary course of business and not to change or influence control

Negative

• No sole voting or sole dispositive power: the filer reports 0 shares of sole voting power and 0 shares of sole dispositive power

Insights

Institutional Ownership Analyst

TL;DR: State Street reports a >5% passive stake (7.4M shares, 5.2%) in AUB with shared voting/dispositive authority via adviser subsidiaries.

This Schedule 13G indicates institutional accumulation above the 5% disclosure threshold, reported as shared voting power (921,263) and shared dispositive power (7,400,456). The filing names multiple State Street Global Advisors entities as investment-adviser subsidiaries, which explains the shared powers. The certification states the holdings are in the ordinary course of business and not intended to influence control, signaling a passive investment profile rather than an activist position. For investors, this confirms notable institutional interest without an expressed governance agenda.

Corporate Governance Expert

TL;DR: A material institutional stake is disclosed but the filer denies intent to influence control; voting authority is shared, not sole.

The filing’s disclosure of no sole voting or dispositive power and the explicit certification about ordinary-course holdings reduce immediate governance concerns about takeover attempts. Identification of multiple adviser entities (each labeled (IA)) clarifies the legal holders and fiduciary roles involved. While ownership above 5% is material and merits monitoring, the document contains no indication of coordinated group action or plans to change board composition or control.

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 08/11/2025 - 07:02 AM Learn about SEC filing dates

FAQ

How many AUB shares does State Street report owning?

State Street reports beneficial ownership of 7,400,456 shares of Atlantic Union Bankshares (AUB).

What percentage of AUB does State Street own?

The filing states this stake represents 5.2% of the class.

Does State Street have sole voting power over AUB shares?

No. The filing reports 0 shares of sole voting power and 921,263 shares of shared voting power.

Which State Street entities are identified as holders or advisers?

The filing lists: SSGA Funds Management, Inc.; State Street Global Advisors Europe Limited; State Street Global Advisors Limited; State Street Global Advisors Trust Company; State Street Global Advisors, Australia, Limited; State Street Global Advisors, Ltd. (each marked (IA)).

Is State Street seeking to influence control of Atlantic Union?

The filing includes a certification that the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

ATLANTIC UNION BANKSHARES CORP

(Name of Issuer)

COMMON STOCK

(Title of Class of Securities)

04911A107

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 04911A107

1

Names of Reporting Persons

STATE STREET CORPORATION

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 921,263.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 7,400,456.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,400,456.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.2 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: ATLANTIC UNION BANKSHARES CORP
(b)	Address of issuer's principal executive offices: 1051 EAST CARY STREET SUITE 1200 , RICHMOND, VIRGINIA, 23219
Item 2.
(a)	Name of person filing: STATE STREET CORPORATION;
(b)	Address or principal business office or, if none, residence: ONE CONGRESS STREET, SUITE 1, BOSTON MA 02114, UNITED STATES
(c)	Citizenship: MA
(d)	Title of class of securities: COMMON STOCK
(e)	CUSIP No.: 04911A107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 7400456.00
(b)	Percent of class: 5.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 921,263
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 7,400,456
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. NOT APPLICABLE
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. SSGA FUNDS MANAGEMENT, INC. (IA);STATE STREET GLOBAL ADVISORS EUROPE LIMITED (IA);STATE STREET GLOBAL ADVISORS LIMITED (IA);STATE STREET GLOBAL ADVISORS TRUST COMPANY (IA);STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED (IA);STATE STREET GLOBAL ADVISORS, LTD. (IA);
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. NOT APPLICABLE
Item 9.	Notice of Dissolution of Group.
	Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5. NOT APPLICABLE

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

STATE STREET CORPORATION

Signature:	ELIZABETH SCHAEFER
Name/Title:	SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:	08/08/2025