Atlantic Union Bankshares Corp - Form 13F-HR Summary
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Atlantic Union Bankshares Corp, an institutional investment manager. The report covers the calendar quarter ended June 30, 2026. The report was signed by Alexander Dodd, Chief Financial Officer, on August 11, 2026.
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The following metrics relate to the reported portfolio:
- Total Value of Reported Holdings: $5,985,097,866
- Total Number of Holdings Entries: 3,183
- Number of Other Included Managers: 3
Note: The filing text does not provide values for Atlantic Union Bankshares Corp's own revenue, profit, margins, or liquidity.
Material Changes and Portfolio Composition
This report is a standard quarterly disclosure of equity holdings. It does not contain a narrative section detailing material changes versus the prior period, nor does it list specific buy/sell transactions or price changes for individual securities within the provided text.
Guidance, Outlook, and Risks
The filing text does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the company's operations or the specific securities held. It is a statutory disclosure of holdings.
Investor Verification Checklist
- Verify the total portfolio value of approximately $5.99 billion against the company's latest 10-Q or 10-K for context on asset allocation.
- Confirm the inclusion of the three other managers listed: Atlantic Union Bankshares Corp, West Financial Services, Inc., and SSB Wealth Management, Inc.
- Review the full Schedule 13F (not included in this summary text) to analyze specific security positions and voting authority.
- Note that this filing reflects holdings as of June 30, 2026, and does not reflect subsequent trading activity.