Stock ownership · SEC 13F · Q3 2025

ATLANTIC UN BANKSHARES CORP

Institutional ownership of ATLANTIC UN BANKSHARES CORP (CUSIP 04911A107) - who holds it, how concentrated it is, and what moved last quarter.

$1.7M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ATLANTIC UN BANKSHARES CORP ranks #708 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $1.7M as of Q3 2025, with ownership heavily concentrated in a handful of holders.

5
institutions hold it
$1.7M
reported 13F value
100%
held by top 5
#708
of 775 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ATLANTIC UN BANKSHARES CORP ranks #708 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 04911A107 · Q3 2025 $2M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID

  • VALUE-LIGHT #708/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH STARWOOD PPTY TR
  • ACTIVITY-MID 5 new
  • BOOK-MID 7Q history

Photo-finish peer on reported value: STARWOOD PPTY TR INC

Read with: Ownership concentration guide - ATLANTIC UN BANKSHARES CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ATLANTIC UN BANKSHARES CORP

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ATLANTIC UN BANKSHARES · thi…$2MSTARWOOD PPTY TR · near$2MNUSCALE PWR · near$2MAPPLIED INDL TECHNOL… · near$2MSOLVENTUM · near$2M
Aggregate reported institutional value ($)
Largest institutional holders of ATLANTIC UN BANKSHARES CORP
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5

Top 5 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a ATLANTIC UN BANKSHARES CORP position has risen from 2 to 5 over the last 7 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 5
Distinct 13F filers holding ATLANTIC UN BANKSHARES CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 WBI INVESTMENTS, LLC 21,844 $771K 46.2%
2 CIBC Bancorp USA Inc. 15,208 $537K 32.2%
3 Court Place Advisors, LLC 8,798 $310K 18.6%
4 CIBC Private Wealth Group LLC 1,319 $47K 2.8%
5 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 101 $4K 0.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ATLANTIC UN BANKSHARES CORP's reported holders for Q3 2025, by reported value:

Shared-defined discretion (DFND)
78.4%
Sole discretion (SOLE)
21.4%
Shared-other discretion (OTR)
0.2%

Latest Quarter Activity · Q3 2025

Frequently Asked Questions

How many institutions hold ATLANTIC UN BANKSHARES CORP?
ATLANTIC UN BANKSHARES CORP is held by 5 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
Where does ATLANTIC UN BANKSHARES CORP sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, ATLANTIC UN BANKSHARES CORP ranks #708 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ATLANTIC UN BANKSHARES CORP?
Institutions report $1.7M of ATLANTIC UN BANKSHARES CORP as of Q3 2025.
How concentrated is ownership of ATLANTIC UN BANKSHARES CORP?
The top five institutional holders account for 100% of the reported institutional value in ATLANTIC UN BANKSHARES CORP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ATLANTIC UN BANKSHARES CORP?
WBI INVESTMENTS, LLC is the largest reported holder of ATLANTIC UN BANKSHARES CORP with $771K across 21,844 shares as of Q3 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ATLANTIC UN BANKSHARES CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($1.7M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.