AUB — Atlantic Un Bankshares Corp Institutional Holders · Q3 2026
Who owns Atlantic Un Bankshares Corp (AUB)? 16 institutions reported holding $98.22M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($96.1M), Graves Light Lenhart Wealth, Inc. ($533,122), Stokes Capital Advisors, LLC ($354,833).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $96.1M | 2.5M | Added |
| 2 | Graves Light Lenhart Wealth, Inc. | $533,122 | 14,048 | Hold |
| 3 | Stokes Capital Advisors, LLC | $354,833 | 9,350 | Added |
| 4 | GAMMA Investing LLC | $327,698 | 8,635 | Added |
| 5 | Paragon Capital Management Ltd | $207,161 | 5,459 | Added |
| 6 | TOTH FINANCIAL ADVISORY CORP | $195,253 | 5,145 | Trimmed |
| 7 | Central Pacific Bank - Trust Division | $176,354 | 4,647 | Trimmed |
| 8 | Versant Capital Management, Inc | $151,231 | 3,985 | Added |
| 9 | CoreCap Advisors, LLC | $100,947 | 2,660 | Added |
| 10 | Farther Finance Advisors, LLC | $71,397 | 1,881 | Added |
| 11 | GK Wealth Management LLC | $10,115 | 267 | New |
| 12 | MassMutual Private Wealth & Trust, FSB | $7,211 | 190 | Trimmed |
| 13 | Noble Wealth Management PBC | $1,214 | 32 | New |
| 14 | Davis Capital Management | $759 | 20 | Added |
| 15 | GILPIN WEALTH MANAGEMENT, LLC | $494 | 13 | Hold |
| 16 | Legacy Wealth Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30