Who Owns ATLANTIC UN BANKSHARES CORP COM (AUB)? -- Institutional Holders (2026-06-30)

11 institutions reported holding $108.1M of ATLANTIC UN BANKSHARES CORP COM (AUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($105.8M), Graves Light Lenhart Wealth, Inc. ($594,371), TRUST POINT INC. ($483,646), Hennion & Walsh Asset Management, Inc. ($390,056), GAMMA Investing LLC ($316,352). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONGRESS ASSET MANAGEMENT CO$105.8M2.5MAdded
2Graves Light Lenhart Wealth, Inc.$594,37114,048Hold
3TRUST POINT INC.$483,64611,431Trimmed
4Hennion & Walsh Asset Management, Inc.$390,0569,219Added
5GAMMA Investing LLC$316,3527,477Added
6Central Pacific Bank - Trust Division$224,1165,297Trimmed
7Versant Capital Management, Inc$166,6593,939Added
8CoreCap Advisors, LLC$97,1012,295Trimmed
9MassMutual Private Wealth & Trust, FSB$8,970212Hold
10HARBOR INVESTMENT ADVISORY, LLC$6,431152Hold
11Cedar Mountain Advisors, LLC$1694Hold

Source: SEC Form 13F filings · as of 2026-06-30