13F-HR: Atlantic Union Bankshares Discloses $4.38B Holdings

Atlantic Union Bankshares Corp has filed its latest 13F-HR report, revealing institutional investment holdings totaling approximately $4.38 billion as of June 30, 2025.

Summary

• Atlantic Union Bankshares Corp, an institutional investment manager, filed its Form 13F-HR for the quarter ended June 30, 2025.
• The report details total investment holdings valued at $4,379,990,555.
• The filing includes 2,520 distinct holdings entries.
• Three other managers are included in this report: Atlantic Union Bank, West Financial Services, Inc., and SSB Wealth Management, Inc.
• The report was signed by Robert M. Gorman, Executive Vice President and Chief Financial Officer, on August 5, 2025.

Sentiment

Score: 5

Explanation: The filing is a routine regulatory disclosure of investment holdings, providing factual data without expressing positive or negative sentiment about the reporting entity's performance or outlook.

Positives

• The substantial total value of holdings, approximately $4.38 billion, indicates a significant and active institutional investment portfolio.
• The inclusion of three other managers suggests a consolidated reporting approach, providing a comprehensive view of related entities' holdings.

Negatives

• NA

Risks

• NA

Future Outlook

This Form 13F-HR filing is a historical disclosure of investment holdings and does not contain forward-looking statements or guidance regarding future performance or strategy.

Industry Context

Form 13F-HR filings are mandatory quarterly disclosures by institutional investment managers with over $100 million in Section 13(f) securities. These reports provide transparency into the equity holdings of large investment firms, offering insights into their investment strategies and market positions. For the broader investment community, 13F filings are a key source of information for tracking the activities of major players and identifying trends in institutional money flows.

Comparison to Industry Standards

• As a compliance filing, this 13F-HR report adheres to SEC regulations for transparency in institutional investment holdings.
• The reported total value of holdings, approximately $4.38 billion, positions Atlantic Union Bankshares Corp as a significant institutional investor, comparable in scale to other regional banks and mid-sized asset managers that file similar disclosures.
• The diversification across 2,520 holdings entries suggests a broad investment strategy, which is common among large institutional portfolios aiming to manage risk and capture diverse market opportunities.

Stakeholder Impact

• Shareholders and potential investors gain transparency into the investment strategies and portfolio composition of Atlantic Union Bankshares Corp.
• Financial analysts and researchers can use this data to track institutional investment trends and assess market sentiment for specific securities.

Next Steps

• Atlantic Union Bankshares Corp will be required to file its next Form 13F-HR for the quarter ending September 30, 2025, by November 14, 2025.

Key Dates

Keywords

13F-HR, Institutional Holdings, Investment Management, Atlantic Union Bankshares, SEC Filing, Portfolio Disclosure, Equity Holdings, Financial Reporting