Atlantic Union Bankshares Corp

Q1 2026 13F-HR Holdings

Location
Glen Allen, VA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
2,147
Total value ($000)
$5,205,928
Net value change ($000)
-126,558 (-2.4%)
New positions
168
Sold out positions
109
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPY 71,917 4230.4%
BRK-B 66,774 6955.6%
BSCW 35,217 1120.5%
VEA 33,182 3355.1%
CVX 20,998 729.6%
IJK 19,139 9428.1%
BSCR 19,061 1044.4%
V 18,445 186.0%
COST 17,024 93.2%
NEE 16,368 473.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -183,598 -88.5%
IWY -139,211 -99.8%
IVV -121,502 -83.6%
IWR -85,137 -99.6%
IJR -76,759 -83.6%
JPM -54,185 -73.1%
MSFT -46,277 -21.0%
IUSG -33,134 -98.2%
MA -29,258 -82.6%
AUB -23,356 -89.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type