Atlantic Union Bankshares Corporation
US ˙ NYSE ˙ US04911A1079

SecurityAUB / Atlantic Union Bankshares Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership7,839,696 shares
Ownership 5.50%
Dimensional Fund Advisors Lp ownership in AUB / Atlantic Union Bankshares Corporation

2025-07-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,839,696 shares of Atlantic Union Bankshares Corporation (US:AUB). This represents 5.5 percent ownership of the company. In their previous filing dated 2024-02-09 , Dimensional Fund Advisors Lp had reported owning 4,917,690 shares, indicating an increase of 59.42 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-07-15 2025-07-15 13G/A 4,917,690 7,839,696 59.42 5.50 -16.67
2024-02-09 2024-02-09 13G/A 5,213,011 4,917,690 -5.67 6.60 -5.71
2023-02-10 2023-02-10 13G/A 4,602,112 5,213,011 13.27 7.00 14.75
2022-02-08 2022-02-08 13G/A 4,642,280 4,602,112 -0.87 6.10 3.39
2021-02-12 2021-02-12 13G/A 4,584,275 4,642,280 1.27 5.90 3.87
2020-02-12 2020-02-12 13G/A 4,584,275 5.68
2019-02-08 2019-02-08 13G/A 3,680,435 4,308,495 17.06 6.53 -22.45
2018-02-09 2018-02-09 13G/A 3,419,464 3,680,435 7.63 8.42 7.26
2017-02-09 2017-02-09 13G/A 2,888,256 3,419,464 18.39 7.85 22.08
2016-02-09 2016-02-09 13G/A 2,888,256 6.43
2015-02-05 2015-02-05 13G 2,554,556 5.62

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F ATLANTIC UN BANKSHARES COM 04911A107 7,635,464 102,821 1.37 272,883 2.62 0.0567
2026-02-12 2025-12-31 13F ATLANTIC UN BANKSHARES COM 04911A107 7,532,643 -234,061 -3.01 265,904 -2.99 0.0558
2025-11-12 2025-09-30 13F ATLANTIC UN BANKSHARES COM 04911A107 7,766,704 -72,992 -0.93 274,090 11.77 0.0588
2025-08-12 2025-06-30 13F ATLANTIC UN BANKSHARES COM 04911A107 7,839,696 2,235,977 39.90 245,227 40.54 0.0568
2025-05-13 2025-03-31 13F ATLANTIC UN BANKSHARES COM 04911A107 5,603,719 -77,384 -1.36 174,495 -18.91 0.0434
2025-02-13 2024-12-31 13F ATLANTIC UN BANKSHARES COM 04911A107 5,681,103 31,082 0.55 215,201 1.11 0.0517
2024-11-07 2024-09-30 13F ATLANTIC UN BANKSHARES COM 04911A107 5,650,021 -31,269 -0.55 212,833 14.04 0.0516
2024-08-09 2024-06-30 13F ATLANTIC UN BANKSHARES COM 04911A107 5,681,290 690,400 13.83 186,626 5.90 0.0487
2024-05-10 2024-03-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,990,890 73,420 1.49 176,228 -1.93 0.0477
2024-02-07 2023-12-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,917,470 28,655 0.59 179,687 27.71 0.0525
2023-11-09 2023-09-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,888,815 -89,160 -1.79 140,702 8.92 0.0461
2023-08-09 2023-06-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,977,975 -239,368 -4.59 129,180 -29.36 0.0412
2023-05-12 2023-03-31 13F ATLANTIC UN BANKSHARES COM 04911A107 5,217,343 4,332 0.08 182,868 99,827.32 0.0616
2023-02-09 2022-12-31 13F ATLANTIC UN BANKSHARES COM 04911A107 5,213,011 178,096 3.54 183 -99.88 0.0541
2022-11-10 2022-09-30 13F ATLANTIC UN BANKSHARES COM 04911A107 5,034,915 142,049 2.90 152,963 -7.83 0.0587
2022-08-12 2022-06-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,892,866 232,980 5.00 165,965 -2.93 0.0595
2022-05-13 2022-03-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,659,886 58,055 1.26 170,973 -0.37 0.0527
2022-02-09 2021-12-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,601,831 -54,603 -1.17 171,602 0.01 0.0519
2021-11-12 2021-09-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,656,434 35,703 0.77 171,591 2.53 0.0553
2021-08-12 2021-06-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,620,731 8,507 0.18 167,363 -5.41 0.0530
2021-05-14 2021-03-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,612,224 -30,056 -0.65 176,926 15.70 0.0585
2021-03-08 2020-12-31 13F/A-2 ATLANTIC UN BANKSHARES COM 04911A107 4,642,280 -14,987 -0.32 152,916 53.65 0.0552
2021-02-11 2020-12-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,642,280 -14,987 152,916 55,225.1313
2020-11-12 2020-09-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,657,267 -6,810 -0.15 99,523 -7.86 0.0422
2020-08-13 2020-06-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,664,077 45,737 0.99 108,017 6.80 0.0475
2020-05-14 2020-03-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,618,340 34,065 0.74 101,139 -41.25 0.0527
2020-02-14 2019-12-31 13F ATLANTIC UN BANKSHARES COM 04911A107 4,584,275 -112,703 -2.40 172,141 -1.60 0.0627
2019-11-12 2019-09-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,696,978 -91,341 -1.91 174,940 3.41 0.0680
2019-08-13 2019-06-30 13F ATLANTIC UN BANKSHARES COM 04911A107 4,788,319 44,353 0.93 169,169 10.30 0.0657
2019-08-12 2019-03-31 13F/A-2 UNION BANKSHARES CORP COM 90539J109 4,743,966 435,471 10.11 153,374 26.10 0.0611
2019-05-10 2019-03-31 13F UNION BANKSHARES CORP COM 90539J109 4,743,966 435,471 153,374
2019-02-26 2018-12-31 13F/A-1 UNION BANKSHARES CORP COM 90539J109 4,308,495 -22,102 -0.51 121,629 -27.11 0.0551
2019-02-13 2018-12-31 13F UNION BANKSHARES CORP COM 90539J109 4,308,495 -22,102 121,629
2018-11-13 2018-09-30 13F UNION BANKSHARES CORP COM 90539J109 4,330,597 -7,931 -0.18 166,857 -1.08 0.0635
2018-08-10 2018-06-30 13F UNION BANKSHARES CORP COM 90539J109 4,338,528 375,560 9.48 168,684 15.95 0.0672
2018-05-11 2018-03-31 13F UNION BANKSHARES CORP COM 90539J109 3,962,968 282,533 7.68 145,481 9.28 0.0606
2018-02-12 2017-12-31 13F UNION BANKSHARES CORP COM 90539J109 3,680,435 2,582 0.07 133,123 2.54 0.0552
2017-11-13 2017-09-30 13F UNION BANKSHARES CORP COM 90539J109 3,677,853 11,030 0.30 129,827 4.44 0.0567
2017-08-11 2017-06-30 13F UNION BANKSHARES CORP COM 90539J109 3,666,823 146,885 4.17 124,306 0.38 0.0574
2017-05-12 2017-03-31 13F UNION BANKSHARES CORP COM 90539J109 3,519,938 100,474 2.94 123,832 1.33 0.0592
2017-02-09 2016-12-31 13F UNION BANKSHARES CORP COM 90539J109 3,419,464 89,601 2.69 122,212 37.10 0.0610
2016-11-10 2016-09-30 13F UNION BANKSHARES CORP COM 90539J109 3,329,863 120,146 3.74 89,140 12.39 0.0482
2016-08-09 2016-06-30 13F UNION BANKSHARES CORP COM 90539J109 3,209,717 179,412 5.92 79,312 6.27 0.0456
2016-05-13 2016-03-31 13F UNION BANKSHARES CORP COM 90539J109 3,030,305 142,049 4.92 74,636 2.38 0.0447
2016-02-10 2015-12-31 13F UNION BANKSHARES CORP COM 90539J109 2,888,256 177,150 6.53 72,901 12.04 0.0454
2015-11-13 2015-09-30 13F UNION BANKSHARES CORP COM 90539J109 2,711,106 29,307 1.09 65,067 4.40 0.0427
2015-08-14 2015-06-30 13F UNION BANKSHARES CORP COM 90539J109 2,681,799 54,263 2.07 62,325 6.80 0.0382
2015-05-14 2015-03-31 13F UNION BANKSHARES CORP COM 90539J109 2,627,536 72,980 2.86 58,358 -5.13 0.0369
2015-02-06 2014-12-31 13F UNION BANKSHARES CORP COM 90539J109 2,554,556 94,617 3.85 61,514 8.25 0.0404
2014-11-13 2014-09-30 13F UNION BANKSHARES CORP COM 90539J109 2,459,939 53,975 2.24 56,825 -7.92 0.0403
2014-08-08 2014-06-30 13F UNION BANKSHARES CORP COM 90539J109 2,405,964 2,405,964 61,712 0.0429
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.