13FBOX
ATLANTIC UN BANKSHARES CORP · 13F Institutional Holdings
Options Calculator Rankings

ATLANTIC UN BANKSHARES CORP

AUB
Institutions
450
Combined AUM (Q2 2026)
$5.24B
Combined Shares (Q2 2026)
123.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7.3M
219 · 53 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.3M
174 · 37 Exit · ≈
⚖️ Net
+965,697
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.24B
Institutions
450
New Buys
53
Adds
166
Reduces
137
Exits
37
Unchanged
94
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#163$883.5M20.9M$734.7M20.6M+324,294+1.58%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.02%#139$375.7M8.9M$312.0M8.7M+150,384+1.72%Add
DIMENSIONAL FUND ADVISORS LP
0.06%0.06%#79$325.8M7.7M$272.9M7.6M+65,373+0.86%Add
STATE STREET CORP
0.01%0.01%#185$323.0M7.6M$263.3M7.4M+266,216+3.61%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#227$272.3M6.4M$227.6M6.4M+67,799+1.06%Add
T. Rowe Price Investment Management, Inc.
0.14%0.12%#50$220.0M5.2M$170.5M4.8M+429,419+9.00%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#196$156.7M3.7M$124.7M3.5M+214,006+6.13%Add
FRANKLIN RESOURCES INC
0.03%0.03%#118$153.0M3.6M$120.1M3.4M+256,549+7.64%Add
North Reef Capital Management LP
5.78%5.27%#1$150.8M3.6M$153.1M4.3M-720,000-16.80%Reduce
CONGRESS ASSET MANAGEMENT CO
0.65%0.57%#17$105.8M2.5M$80.1M2.2M+259,290+11.57%Add
GOLDMAN SACHS GROUP INC
0.01%0.01%#190$102.3M2.4M$56.2M1.6M+845,230+53.72%Add
EARNEST PARTNERS LLC
0.36%0.36%#24$100.3M2.4M$87.8M2.5M-86,474-3.52%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#184$75.0M1.8M$63.6M1.8M-8,210-0.46%Reduce
AMERICAN CENTURY COMPANIES INC
0.03%0.04%#117$72.7M1.7M$78.8M2.2M-485,303-22.01%Reduce
NORTHERN TRUST CORP
0.01%0.01%#205$65.1M1.5M$51.3M1.4M+102,568+7.14%Add
MORGAN STANLEY
<0.01%<0.01%#271$65.0M1.5M$47.7M1.4M+185,605+13.74%Add
GW&K Investment Management, LLC
0.48%0.49%#22$62.1M1.5M$55.8M1.6M-95,505-6.11%Reduce
SYSTEMATIC FINANCIAL MANAGEMENT LP
1.23%1.26%#10$61.6M1.5M$54.8M1.5M-76,990-5.02%Reduce
Nuveen, LLC
0.01%0.01%#150$60.6M1.4M$47.8M1.3M+94,937+7.10%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.09%0.09%#60$59.9M1.4M$50.7M1.4M-2,441-0.17%Reduce
Bank of New York Mellon Corp
0.01%0.01%#187$57.2M1.4M$47.9M1.3M+9,620+0.72%Add
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.16%0.16%#48$53.5M1.3M$49.3M1.4M-114,999-8.33%Reduce
Atlantic Union Bankshares Corp
0.72%0.51%#15$43.3M1.0M$26.7M747,323+275,574+36.87%Add
PRINCIPAL FINANCIAL GROUP INC
0.02%0.02%#132$41.5M981,567$34.0M951,373+30,194+3.17%Add
Invesco Ltd.
<0.01%0.01%#276$41.4M977,719$35.5M991,953-14,234-1.43%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#191$40.3M952,825$32.8M918,421+34,404+3.75%Add
WESTWOOD HOLDINGS GROUP INC
0.28%0.52%#31$37.3M881,875$71.3M2.0M-1.1M-55.78%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#296$37.2M878,397$31.7M886,978-8,581-0.97%Reduce
AMERIPRISE FINANCIAL INC
0.01%0.01%#206$36.4M859,319$63.5M1.8M-917,467-51.64%Reduce
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.16%0.16%#46$33.8M798,331$29.6M829,469-31,138-3.75%Reduce
LONDON CO OF VIRGINIA
0.19%0.18%#42$33.2M785,692$29.3M820,010-34,318-4.19%Reduce
DAVENPORT & Co LLC
0.16%0.15%#47$33.2M785,936$28.0M784,472+1,464+0.19%Add
SCHRODER INVESTMENT MANAGEMENT GROUP
0.02%0.02%#128$32.4M767,417$20.3M586,438+180,979+30.86%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.02%<0.01%#125$31.9M753,477$2.4M68,366+685,111+1,002.12%Add
WELLINGTON MANAGEMENT GROUP LLP
0.01%<0.01%#235$30.5M721,211$21.3M597,076+124,135+20.79%Add
BALYASNY ASSET MANAGEMENT L.P.
0.04%0.04%#110$30.1M711,227$33.3M930,726-219,499-23.58%Reduce
Stieven Capital Advisors, L.P.
5.6%5.65%#2$29.4M693,749$26.5M740,157-46,408-6.27%Reduce
UBS Group AG
<0.01%<0.01%#270$28.1M664,204$17.0M476,310+187,894+39.45%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#216$27.9M660,044$23.6M659,998+46+0.01%Add
Verity & Verity, LLC
1.83%1.66%#4$26.6M628,527$22.3M623,717+4,810+0.77%Add
Tributary Capital Management, LLC
2.16%2.22%#3$26.2M620,199$22.8M638,899-18,700-2.93%Reduce
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
1.07%1.14%#12$25.6M606,126$22.0M616,040-9,914-1.61%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.05%0.06%#85$20.8M491,643$18.1M507,217-15,574-3.07%Reduce
SEI INVESTMENTS CO
0.02%0.01%#138$20.3M480,202$16.5M460,912+19,290+4.19%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%#193$19.2M454,866$00+454,866New Buy
Aristotle Capital Boston, LLC
1.29%1.2%#7$19.2M454,584$19.4M541,900-87,316-16.11%Reduce
KENNEDY CAPITAL MANAGEMENT LLC
0.31%0.33%#30$17.6M416,436$15.4M429,501-13,065-3.04%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#287$17.4M410,119$10.9M303,733+106,386+35.03%Add
RHUMBLINE ADVISERS
0.01%0.01%#170$15.4M364,155$14.4M403,399-39,244-9.73%Reduce
Fisher Asset Management, LLC
<0.01%<0.01%#251$15.2M360,253$12.9M360,25300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow