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Atlantic Union Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$884M +$12.4M +324,294 +2%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$376M +$5.74M +150,384 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$326M +$2.5M +65,373 +0.9%
State Street
4
State Street
Massachusetts
$323M +$10.2M +266,216 +4%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$272M +$2.59M +67,799 +1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$220M +$16.4M +429,419 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$157M +$8.17M +214,006 +6%
Franklin Resources
8
Franklin Resources
California
$153M +$9.79M +256,549 +8%
NRCM
9
North Reef Capital Management
California
$151M -$27.5M -720,000 -17%
CAM
10
Congress Asset Management
Massachusetts
$106M +$9.9M +259,290 +12%
Goldman Sachs
11
Goldman Sachs
New York
$102M +$32.3M +845,230 +54%
EARNEST Partners
12
EARNEST Partners
Georgia
$100M -$3.3M -86,474 -4%
Charles Schwab
13
Charles Schwab
California
$75M -$313K -8,210 -0.5%
American Century Companies
14
American Century Companies
Missouri
$72.7M -$18.5M -485,303 -22%
Northern Trust
15
Northern Trust
Illinois
$65.1M +$3.91M +102,568 +7%
Morgan Stanley
16
Morgan Stanley
New York
$65M +$2.01M +52,604 +4%
GKIM
17
GW&K Investment Management
Massachusetts
$62.1M -$3.65M -95,505 -6%
SFM
18
Systematic Financial Management
New Jersey
$61.6M -$2.94M -76,990 -5%
Nuveen
19
Nuveen
North Carolina
$60.6M +$3.62M +94,937 +7%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$59.9M -$93.2K -2,441 -0.2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$57.2M +$367K +9,620 +0.7%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$53.5M -$4.39M -114,999 -8%
AUB
23
Atlantic Union Bankshares
Virginia
$43.3M +$10.5M +275,574 +37%
Principal Financial Group
24
Principal Financial Group
Iowa
$41.5M +$1.15M +30,194 +3%
Invesco
25
Invesco
Georgia
$41.4M -$543K -14,234 -1%