13F-HR: Atlantic Union Bankshares Discloses Q4 2025 Holdings
Institutional Holdings Report
Atlantic Union Bankshares Corp. filed its Q4 2025 Form 13F-HR, revealing over $5.3 billion in managed assets across 3,409 positions.
Summary
- Atlantic Union Bankshares Corp. submitted its Form 13F-HR for the calendar quarter ended December 31, 2025.
- The total market value of the institutional investment manager's holdings was $5,332,485,886.
- The report details 3,409 individual holdings entries.
- Three other managers were included in this report: Atlantic Union Bank, West Financial Services, Inc., and SSB Wealth Management, Inc.
- Robert M. Gorman, Executive Vice President and Chief Financial Officer, signed the report on behalf of Atlantic Union Bankshares Corp.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral, routine regulatory filing. It provides factual data on past holdings and does not contain forward-looking statements or performance metrics that would typically influence sentiment.
Risks
- The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. Readers should not assume the information is accurate and complete.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that Form 13F-HR filings are standard quarterly disclosures for institutional investment managers, providing transparency into their equity portfolios. This filing reflects Atlantic Union Bankshares Corp.'s investment management activities and is a routine part of regulatory compliance within the financial services industry.
Stakeholder Impact
- Shareholders of Atlantic Union Bankshares Corp. gain transparency into the investment strategies and portfolio composition of the managed assets.
- Investors in the individual securities held by Atlantic Union Bankshares Corp. may observe institutional interest in those companies.
Key Dates
| Date | Description |
|---|---|
| 12-31-2025 | End of the calendar year or quarter for which the report is filed |
| 02-04-2026 | Date the report was signed by Robert M. Gorman |
Keywords
Atlantic Union Bankshares, 13F-HR, Institutional Investments, Equity Holdings, Financial Reporting, Investment Management, Bank Holding Company
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