Chuck Royce’s AUB Holdings & Trades

First Buy
Q4 2022
Duration Held
12 Quarters
Largest Add
Q4 2022
+251,436 Shares
Current Position
94,091 Shares
$3.32 M Value

Chuck Royce's AUB Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 94,091 shares of Atlantic Union Bankshares Corporation (AUB) worth $3.32 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in AUB, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 105,016 shares. Largest reduction occurred in Q2 2024, reducing 250,512 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Atlantic Union Bankshares Corporation (AUB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Atlantic Union Bankshares Corporation (AUB) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2022 +251,436 New Buy 251,436 $35.14
Q1 2023 -39,031 Reduce 15.52% 212,405 $35.05
Q2 2023 +105,016 Add 49.44% 317,421 $25.95
Q3 2023 +94,593 Add 29.80% 412,014 $28.78
Q4 2023 -26,547 Reduce 6.44% 385,467 $36.54
Q1 2024 +325 Add 0.08% 385,792 $35.31
Q2 2024 -250,512 Reduce 64.93% 135,280 $32.85
Q3 2024 -21,280 Reduce 15.73% 114,000 $37.67
Q1 2025 -22,983 Reduce 20.16% 91,017 $31.14
Q2 2025 -12,926 Reduce 14.20% 78,091 $31.28
Q3 2025 +16,000 Add 20.49% 94,091 $35.29

Chuck Royce's Atlantic Union Bankshares Corporation Investment FAQs

Chuck Royce first purchased Atlantic Union Bankshares Corporation (AUB) in Q4 2022, acquiring 251,436 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Atlantic Union Bankshares Corporation (AUB) for 12 quarters since Q4 2022.

Chuck Royce's largest addition to Atlantic Union Bankshares Corporation (AUB) was in Q4 2022, adding 251,436 shares worth $8.84 M.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 94,091 shares of Atlantic Union Bankshares Corporation (AUB), valued at approximately $3.32 M.

As of the Q3 2025 filing, Atlantic Union Bankshares Corporation (AUB) represents approximately 0.03% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in Atlantic Union Bankshares Corporation (AUB) was 412,014 shares, as reported at the end of Q3 2023.