Atlantic Union Bankshare (aub 6.875 Perp A)Preferred / convertible
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$24.34avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Atlantic Union Bankshare (aub 6.875 Perp A) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Heritage Wealth Advisors ($46K) and Thompson Investment Management, Inc. ($37K).
- Company
- Atlantic Union Bankshare (aub 6.875 Perp A)
- CUSIP
- 04911A206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $7K |
All 13F filers, Q4 2025 → Q1 2026: 300 shares sold, net −300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Heritage Wealth Advisors | — | No change | 1,910 | $46K |
| Thompson Investment Management, Inc. | — | No change | 1,500 | $37K |
"% of holder's portfolio" is ATLANTIC UNION BANKSHARE (AUB 6.875 PERP A)'s weight in each manager's 13F, not the share of Atlantic Union Bankshare (aub 6.875 Perp A) the manager owns.