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 quarter ended March 31, 2026. The filing was signed by Alexander Dodd, Chief Financial Officer, on May 12, 2026.
The report includes holdings for Atlantic Union Bankshares Corp and three other included managers: Atlantic Union Bank, West Financial Services, Inc., and SSB Wealth Management, Inc.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The following metrics relate to the reported investment portfolio:
- Total Value of Reported Holdings: $5,205,927,588
- Total Number of Holdings Entries: 3,631
- Number of Other Included Managers: 3
The filing text does not provide data on Atlantic Union Bankshares Corp's own revenue, profit margins, cash flow, debt levels, or liquidity.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to calculate material changes in holdings value or composition. No specific additions or deletions of positions are detailed in the summary text provided.
Guidance, Outlook, and Risks
This filing type does not contain management guidance, future outlook, risk factors, or commentary on contingencies. It is a statutory disclosure of current equity holdings.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $5.2 billion against the company's total assets to understand the proportion of equity investments.
- Confirm the identities of the three other included managers (Atlantic Union Bank, West Financial Services, Inc., SSB Wealth Management, Inc.) to ensure the scope of the reported holdings is understood.
- Note that this document does not reflect the bank's core lending or deposit activities, which are reported in 10-Q or 10-K filings.
- Check the filing date (May 12, 2026) to ensure the data is current relative to the quarter-end date.