AUBNYSEState Commercial BanksFiscal year ends December 31Also trades as AUB.PA
Atlantic Union Bankshares Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$37.76−0.35 (-0.92%)
Close on Oct 19, 2026
- Market cap
- $5.37B
- P/E (TTM)
- 11.3
- Dividend yield
- 3.68%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
124M
Shares held, 13F filers
Institutional holders
451
51 new, 27 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $25.38K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8,812,926 | 6.16% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 7,839,696 | 5.50% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Capital Management | 7,466,061 | 5.21% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 7,400,456 | 5.20% | 13G (passive) | Jun 30, 2025 |
| BlackRock, Inc. | 18,960,082 | 14.40% | 13G (passive) amendment | Apr 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AUB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,882,121 | – | $883.52M | +324,294 | 0.01% |
| Vanguard Portfolio Management LLC | 8,879,618 | – | $375.70M | +150,384 | 0.02% |
| Dimensional Fund Advisors LP | 7,700,837 | – | $325.82M | +65,373 | 0.06% |
| State Street Corp | 7,633,703 | – | $322.98M | +266,216 | 0.01% |
| Vanguard Capital Management LLC | 6,435,133 | – | $272.27M | +67,799 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 5,199,382 | – | $219.99K | +429,419 | 0.14% |
| Geode Capital Management, LLC | 3,702,812 | – | $156.69M | +214,006 | 0.01% |
| Franklin Resources Inc | 3,615,538 | – | $152.97M | +256,549 | 0.03% |
| North Reef Capital Management LP | 3,565,000 | – | $150.84M | −720,000 | 5.78% |
| Congress Asset Management Co /Ma | 2,501,164 | – | $105.82M | +259,290 | 0.65% |
| Goldman Sachs Group Inc | 2,418,751 | – | $102.34M | +845,230 | 0.01% |
| Earnest Partners LLC | 2,369,515 | – | $100.25M | −86,474 | 0.36% |
| Charles Schwab Investment Management Inc | 1,772,135 | – | $74.98M | −8,210 | 0.01% |
| American Century Companies Inc | 1,719,433 | – | $72.75M | −485,303 | 0.03% |
| Northern Trust Corp | 1,538,873 | – | $65.11M | +102,568 | 0.01% |
| Morgan Stanley | 1,536,611 | – | $65.01M | +52,604 | 0.00% |
| GW&K Investment Management, LLC | 1,466,606 | – | $62.05K | −95,505 | 0.48% |
| Systematic Financial Management LP | 1,456,569 | – | $61.63M | −76,990 | 1.23% |
| Nuveen, LLC | 1,432,274 | – | $60.60M | +94,937 | 0.01% |
| Thrivent Financial for Lutherans | 1,415,944 | – | $59.91K | −2,441 | 0.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 451 | 124M | 51 / 166 | 142 / 27 | 7M | 6M |
| Q1 2026 | 434 | 123M | 64 / 147 | 140 / 34 | 23M | 7M |
| Q4 2025 | 411 | 122M | 51 / 120 | 165 / 31 | 11M | 7M |
| Q3 2025 | 397 | 119M | 52 / 144 | 131 / 34 | 9M | 7M |
| Q2 2025 | 383 | 118M | 93 / 180 | 78 / 63 | 40M | 12M |
| Q1 2025 | 356 | 91M | 62 / 138 | 91 / 41 | 13M | 7M |
| Q4 2024 | 338 | 84M | 63 / 138 | 77 / 27 | 18M | 1M |
| Q3 2024 | 304 | 68M | 49 / 102 | 94 / 18 | 17M | 2M |
| Q2 2024 | 274 | 66M | 37 / 123 | 71 / 36 | 10M | 4M |
| Q1 2024 | 274 | 60M | 39 / 79 | 99 / 18 | 3M | 2M |
| Q4 2023 | 253 | 60M | 32 / 84 | 95 / 19 | 3M | 3M |
| Q3 2023 | 243 | 60M | 32 / 69 | 93 / 13 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AUB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8,609,317 | – | $364.26M | 0.33% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,543,095 | – | $192.22M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,673,312 | – | $155.42M | 0.19% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,283,561 | – | $138.93M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,079,146 | – | $87.97M | 0.13% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 2,006,861 | – | $85.15M | 1.98% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,843,353 | – | $78.21M | 0.40% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,640,364 | – | $69.40M | 0.07% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,584,014 | – | $67.21M | 0.20% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1,531,483 | – | $64.80M | 1.37% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,312,112 | – | $55.52M | 0.33% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,236,915 | – | $52.33M | 0.36% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,230,907 | – | $52.08M | 0.65% | Jun 30, 2026 |
| Congress Small Cap Growth Fund | 1,125,000 | – | $47.73M | 2.38% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1,102,599 | – | $46.65M | 0.50% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| John C. Asbury | PRESIDENT AND CEO, Director | 305,104 | Mar 3, 2026 |
| Alexander D. Dodd | EVP & CFO | 16,447 | May 14, 2026 |
| Matthew L. Linderman | EVP | 18,246 | Mar 17, 2026 |
| Maria P. Tedesco | EVP | 101,419 | Mar 3, 2026 |
| Shawn E. O'Brien | EVP | 32,314 | Mar 3, 2026 |
| Clare Miller | EVP & CHRO | 15,918 | Mar 3, 2026 |
| Rachael R. Lape | EVP & GENERAL COUNSEL | 27,228 | Mar 3, 2026 |
| Douglas F. Woolley III | EVP & CCO | 43,324 | Mar 3, 2026 |
| Bradley S. Haun | EVP and Chief Risk Officer | 29,146 | Mar 3, 2026 |
| Robert Michael Gorman | EVP AND CFO | 103,719 | Mar 3, 2026 |
| David V. Ring | EVP | 53,181 | Mar 3, 2026 |
| Sherry Williams | EVP & CRO | 13,331 | Mar 3, 2025 |
| Ronald L. Tillett | Director | 40,746 | Jul 2, 2026 |
| Keith L. Wampler | Director | 32,705 | Jul 2, 2026 |
| Nancy H. Agee | Director | 38,624 | Jul 2, 2026 |
| Daniel J. Schrider | Director | 179,817 | Jul 2, 2026 |
| Frederick Blair Wimbush | Director | 11,527 | Jul 2, 2026 |
| Frank Russell Ellett | Director | 81,837 | Jul 2, 2026 |
| Paul Engola | Director | 9,134 | Jul 2, 2026 |
| Joel R. Shephard | Director | 109,598 | Jul 2, 2026 |
| Mona Abutaleb Stephenson | Director | 14,325 | Jul 2, 2026 |
| Michelle A. O'Hara | Director | 5,944 | Jul 2, 2026 |
| Donald R. Kimble | Director | 12,944 | Jul 2, 2026 |
| Rilla S. Delorier | Director | 9,216 | Jul 2, 2026 |
| Mark C. Micklem | Director | 22,736 | Jul 2, 2026 |
| Linda V. Schreiner | Director | 25,488 | Jul 2, 2026 |
| Patrick J. McCann | Director | 33,859 | Jul 2, 2026 |
| Patrick E. Corbin | Director | 31,578 | Apr 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel J. Schrider Director | Jul 1, 2026 | Award | +473 | – | – | 179,817 |
| Keith L. Wampler Director | Jul 1, 2026 | Award | +473 | – | – | 20,647 |
| Patrick J. McCann Director | Jul 1, 2026 | Award | +473 | – | – | 33,658 |
| Frank Russell Ellett Director | Jul 1, 2026 | Award | +827 | – | – | 81,837 |
| Linda V. Schreiner Director | Jul 1, 2026 | Award | +473 | – | – | 25,488 |
| Mark C. Micklem Director | Jul 1, 2026 | Award | +473 | – | – | 22,736 |
| Rilla S. Delorier Director | Jul 1, 2026 | Award | +473 | – | – | 9,216 |
| Donald R. Kimble Director | Jul 1, 2026 | Award | +473 | – | – | 12,944 |
| Michelle A. O'Hara Director | Jul 1, 2026 | Award | +473 | – | – | 5,944 |
| Mona Abutaleb Stephenson Director | Jul 1, 2026 | Award | +473 | – | – | 14,325 |
| Nancy H. Agee Director | Jul 1, 2026 | Award | +827 | – | – | 38,624 |
| Paul Engola Director | Jul 1, 2026 | Award | +827 | – | – | 9,134 |
| Alexander D. Dodd EVP & CFO | May 13, 2026 | Award | +16,447 | – | – | 16,447 |
| Nancy H. Agee Director | Apr 20, 2026 | Buy | +650 | $39.05 | $25.38K | 37,797 |
| Patrick E. Corbin Director | Apr 1, 2026 | Award | +187 | – | – | 18,506 |
| Daniel J. Schrider Director | Apr 1, 2026 | Award | +560 | – | – | 179,344 |
| Mona Abutaleb Stephenson Director | Apr 1, 2026 | Award | +560 | – | – | 13,852 |
| Michelle A. O'Hara Director | Apr 1, 2026 | Award | +560 | – | – | 5,471 |
| Rilla S. Delorier Director | Apr 1, 2026 | Award | +560 | – | – | 8,743 |
| Patrick J. McCann Director | Apr 1, 2026 | Award | +560 | – | – | 33,185 |
| Donald R. Kimble Director | Apr 1, 2026 | Award | +560 | – | – | 12,471 |
| Frank Russell Ellett Director | Apr 1, 2026 | Award | +979 | – | – | 81,010 |
| Keith L. Wampler Director | Apr 1, 2026 | Award | +560 | – | – | 20,174 |
| Mark C. Micklem Director | Apr 1, 2026 | Award | +560 | – | – | 22,263 |
| Nancy H. Agee Director | Apr 1, 2026 | Award | +979 | – | – | 37,147 |
| Linda V. Schreiner Director | Apr 1, 2026 | Award | +560 | – | – | 25,015 |
| Paul Engola Director | Apr 1, 2026 | Award | +979 | – | – | 8,307 |
| Matthew L. Linderman EVP | Mar 13, 2026 | Tax withholding | −298 | $34.30 | $10.22K | 18,201 |
| Bradley S. Haun EVP and Chief Risk Officer | Mar 2, 2026 | Award | +3,754 | – | – | 26,936 |
| Matthew L. Linderman EVP | Mar 2, 2026 | Award | +4,681 | – | – | 18,499 |
| Maria P. Tedesco EVP | Mar 2, 2026 | Award | +13,505 | – | – | 101,025 |
| John C. Asbury PRESIDENT AND CEO, Director | Mar 2, 2026 | Award | +34,808 | – | – | 304,377 |
| Robert Michael Gorman EVP AND CFO | Mar 2, 2026 | Award | +10,185 | – | – | 101,234 |
| Shawn E. O'Brien EVP | Mar 2, 2026 | Award | +7,281 | – | – | 32,041 |
| David V. Ring EVP | Mar 2, 2026 | Award | +8,169 | – | – | 52,675 |
| Rachael R. Lape EVP & GENERAL COUNSEL | Mar 2, 2026 | Award | +4,231 | – | – | 23,867 |
| Douglas F. Woolley III EVP & CCO | Mar 2, 2026 | Award | +4,409 | – | – | 36,020 |
| Clare Miller EVP & CHRO | Mar 2, 2026 | Award | +4,034 | – | – | 15,821 |
| Bradley S. Haun EVP and Chief Risk Officer | Feb 27, 2026 | Tax withholding | −492 | $37.06 | $18.23K | 23,182 |
| Matthew L. Linderman EVP | Feb 27, 2026 | Tax withholding | −432 | $37.06 | $16.01K | 13,818 |
| Maria P. Tedesco EVP | Feb 27, 2026 | Tax withholding | −1,786 | $37.06 | $66.19K | 87,520 |
| John C. Asbury PRESIDENT AND CEO, Director | Feb 27, 2026 | Tax withholding | −4,263 | $37.06 | $157.99K | 269,569 |
| Robert Michael Gorman EVP AND CFO | Feb 27, 2026 | Tax withholding | −1,281 | $37.06 | $47.47K | 91,049 |
| Shawn E. O'Brien EVP | Feb 27, 2026 | Tax withholding | −466 | $37.06 | $17.27K | 24,760 |
| David V. Ring EVP | Feb 27, 2026 | Tax withholding | −588 | $37.06 | $21.79K | 44,506 |
| Rachael R. Lape EVP & GENERAL COUNSEL | Feb 27, 2026 | Tax withholding | −368 | $37.06 | $13.64K | 19,636 |
| Douglas F. Woolley III EVP & CCO | Feb 27, 2026 | Tax withholding | −414 | $37.06 | $15.34K | 31,611 |
| Clare Miller EVP & CHRO | Feb 27, 2026 | Tax withholding | −498 | $37.06 | $18.46K | 11,787 |
| Bradley S. Haun EVP and Chief Risk Officer | Feb 23, 2026 | Tax withholding | −366 | $38.87 | $14.23K | 23,674 |
| Rachael R. Lape EVP & GENERAL COUNSEL | Feb 23, 2026 | Tax withholding | −277 | $38.87 | $10.77K | 20,004 |
| David V. Ring EVP | Feb 23, 2026 | Tax withholding | −645 | $38.87 | $25.07K | 45,094 |
| Maria P. Tedesco EVP | Feb 23, 2026 | Tax withholding | −1,167 | $38.87 | $45.36K | 89,306 |
| John C. Asbury PRESIDENT AND CEO, Director | Feb 23, 2026 | Tax withholding | −2,589 | $38.87 | $100.63K | 273,832 |
| Clare Miller EVP & CHRO | Feb 23, 2026 | Tax withholding | −225 | $38.87 | $8.75K | 12,285 |
| Douglas F. Woolley III EVP & CCO | Feb 23, 2026 | Tax withholding | −249 | $38.87 | $9.68K | 32,025 |
| Matthew L. Linderman EVP | Feb 23, 2026 | Tax withholding | −376 | $38.87 | $14.62K | 14,250 |
| Robert Michael Gorman EVP AND CFO | Feb 23, 2026 | Tax withholding | −847 | $38.87 | $32.92K | 92,330 |
| Shawn E. O'Brien EVP | Feb 23, 2026 | Tax withholding | −487 | $38.87 | $18.93K | 25,226 |
| Bradley S. Haun EVP and Chief Risk Officer | Feb 22, 2026 | Tax withholding | −501 | $40.65 | $20.37K | 24,040 |
| Rachael R. Lape EVP & GENERAL COUNSEL | Feb 22, 2026 | Tax withholding | −378 | $40.65 | $15.37K | 20,281 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Clare Miller Officer | May 10, 2024 | 2,188 | $74.65K | May 10, 2024 | RESTRICTED STOCK |