Atlantic Union Bankshares Corp
Q3 2025 13F-HR Holdings
Net value change ($000)
+930,560
(21.2%)
New positions
480
Sold out positions
60
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q2 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| MSFT | 212,769 | 867.6% |
| IVV | 171,521 | 7526.2% |
| IJH | 161,665 | 76983.3% |
| AAPL | 153,941 | 223.0% |
| NVDA | 124,211 | 111.3% |
| BRK-B | 73,477 | 6951.5% |
| GOOGL | 73,414 | 567.7% |
| SPY | 69,374 | 635.9% |
| AMZN | 67,962 | 230.0% |
| JPM | 53,250 | 126.3% |
Top Reduces (Value $000, Stocks/ETFs)
| IBDY | -5,205 | -98.9% |
| BSCT | -3,944 | -19.7% |
| ERIE | -2,129 | -8.3% |
| TTD | -2,017 | -78.9% |
| DON | -1,749 | -8.9% |
| MARKEL GROUP INC FORMERLY MARKEL CO | -1,572 | -100.0% |
| AMT | -1,222 | -12.7% |
| BROOKFIELD ASSET MGMT LTD CLASS A VOTING SHA | -752 | -100.0% |
| MAR | -720 | -6.5% |
| AMP | -667 | -12.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
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