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Atlantic Union Bankshares Corp

Portfolio Manager
Atlantic Union Bankshares Corp
Performance
+2.40% (2025 Q4)
AUM (13F)
$5.21B
# of Holdings
1748
Performance Rank
Allocation (Top 20)
40.24%

Atlantic Union Bankshares Corp Holdings Map

Top 50 Atlantic Union Bankshares Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.16%1.24M$216.3M
-0.66%(-8.20K)
2025-Q1: 359.4K shares2025-Q2: 1.07M shares2025-Q3: 1.26M shares2025-Q4: 1.25M shares2026-Q1: 1.24M shares
$121.23(+94.46%)
2026-03-31
AAPL
APPLE, INC.
4.14%849.2K$215.5M
-1.66%(-14.37K)
2025-Q1: 338.3K shares2025-Q2: 799.9K shares2025-Q3: 875.7K shares2025-Q4: 863.5K shares2026-Q1: 849.2K shares
$169.62(+75.81%)
2026-03-31
MSFT
MICROSOFT CORP
3.34%470.3K$174.1M
+3.21%(+14.64K)
2025-Q1: 135.0K shares2025-Q2: 325.9K shares2025-Q3: 458.1K shares2025-Q4: 455.7K shares2026-Q1: 470.3K shares
$398.14(+2.84%)
2026-03-31
IVV
ISHARES TR
3.2%255.3K$166.8M
+0.52%(+1.32K)
2025-Q1: 12.9K shares2025-Q2: 260.3K shares2025-Q3: 259.7K shares2025-Q4: 254.0K shares2026-Q1: 255.3K shares
$580.46(+29.48%)
2026-03-31
IJH
ISHARES TR
3.04%2.34M$158.2M
-4.33%(-105.89K)
2025-Q1: 0 shares2025-Q2: 2.48M shares2025-Q3: 2.48M shares2025-Q4: 2.45M shares2026-Q1: 2.34M shares
$60.12(+22.16%)
2026-03-31
IWY
ISHARES TR
2.39%499.5K$124.3M
-1.09%(-5.50K)
2025-Q1: 497.5K shares2025-Q2: 474.1K shares2025-Q3: 501.1K shares2025-Q4: 505.0K shares2026-Q1: 499.5K shares
$140.07(+111.11%)
2026-03-31
IJR
ISHARES TR
2.05%856.5K$106.5M
-3.44%(-30.49K)
2025-Q1: 12.3K shares2025-Q2: 889.5K shares2025-Q3: 893.6K shares2025-Q4: 887.0K shares2026-Q1: 856.5K shares
$106.59(+27.73%)
2026-03-31
GOOG
ALPHABET INC-CL C
1.91%346.6K$99.4M
-1.18%(-4.14K)
2025-Q1: 74.1K shares2025-Q2: 270.0K shares2025-Q3: 354.5K shares2025-Q4: 350.7K shares2026-Q1: 346.6K shares
$172.69(+129.99%)
2026-03-31
AMZN
AMAZON COM INC
1.85%463.1K$96.4M
+3.29%(+14.75K)
2025-Q1: 109.2K shares2025-Q2: 398.2K shares2025-Q3: 444.1K shares2025-Q4: 448.3K shares2026-Q1: 463.1K shares
$192.14(+39.07%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.65%292.3K$86.0M
-1.83%(-5.46K)
2025-Q1: 146.7K shares2025-Q2: 300.4K shares2025-Q3: 302.5K shares2025-Q4: 297.7K shares2026-Q1: 292.3K shares
$197.01(+52.23%)
2026-03-31

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