EdgeMarket › What Atlantic Union Bankshares Corp reported owning

What Atlantic Union Bankshares Corp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

5.2B

Positions

1,748

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
NVDA
NVIDIA CORP
216.3M4.2%1.2M214.72+22.4%
AAPL
Apple Inc.
215.5M4.1%849.2K309.35+36.9%
MSFT
MICROSOFT CORP
174.1M3.3%470.3K483.24-4.4%
IVV
iShares Core S&P 500 ETF
166.8M3.2%255.3K769.31+20.0%
IJH
iShares Core S&P Mid-Cap ETF
158.2M3.0%2.3M76.77+20.8%
IWY
iShares Russell Top 200 Growth ETF
124.3M2.4%499.5K285.72+11.8%
IJR
iShares Core S&P Small-Cap ETF
106.5M2.0%856.5K147.31+29.0%
GOOG
Alphabet Inc.
99.4M1.9%346.6K341.75+70.7%
AMZN
AMAZON COM INC
96.4M1.9%463.1K258.63+15.6%
JPM
JPMORGAN CHASE & CO
86.0M1.7%292.3K351.58+20.3%
IWR
iShares Russell Mid-Cap ETF
84.3M1.6%866.6K113.44+20.4%
SPY
SPDR S&P 500 ETF TRUST
75.5M1.5%116.1K765.72+20.0%
GOOGL
Alphabet Inc.
73.9M1.4%257.0K344.82+73.0%
JEPI
JPMorgan Equity Premium Income ETF
72.5M1.4%1.3M57.92+1.4%
unmapped CUSIP 08467070268.6M1.3%143.3K
AVGO
Broadcom Inc.
64.4M1.2%208.2K368.45+26.5%
IQLT
iShares MSCI Intl Quality Factor ETF
61.6M1.2%1.3M52.06+20.1%
MDY
SPDR S&P MIDCAP 400 ETF TRUST
52.0M1.0%84.4K699.60+20.6%
META
Meta Platforms, Inc.
51.6M1.0%90.2K549.90-26.5%
RTX
RTX Corp
46.6M0.9%241.8K209.91+34.1%
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
43.6M0.8%2.6M16.55-1.5%
JNJ
JOHNSON & JOHNSON
43.6M0.8%178.2K270.24+51.1%
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
42.7M0.8%2.1M20.29-1.9%
XOM
ExxonMobil Holdings Corp
41.6M0.8%245.2K165.11+52.1%
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
40.2M0.8%2.4M16.27-1.8%
WMT
Walmart Inc.
39.9M0.8%321.3K103.70+1.1%
LLY
ELI LILLY & Co
39.7M0.8%43.1K1,255.40+78.0%
GS
GOLDMAN SACHS GROUP INC
38.0M0.7%44.9K1,039.28+44.2%
IUSV
iShares Core S&P U.S. Value ETF
37.6M0.7%367.5K114.89+17.6%
V
VISA INC.
37.0M0.7%122.5K371.04+7.9%
HD
HOME DEPOT, INC.
36.9M0.7%112.1K335.61-16.5%
IBTP
iShares iBonds Dec 2034 Term Treasury ETF
36.7M0.7%1.4M24.95-2.7%
PANW
Palo Alto Networks Inc
36.2M0.7%225.5K357.87+94.0%
VEA
Vanguard FTSE Developed Markets ETF
35.8M0.7%558.4K73.42+24.7%
IBTO
iShares iBonds Dec 2033 Term Treasury ETF
35.6M0.7%1.5M23.77-2.8%
COST
COSTCO WHOLESALE CORP /NEW
35.3M0.7%35.4K947.74-4.7%
IBGA
iShares iBonds Dec 2044 Term Treasury ETF
32.5M0.6%1.3M23.48-4.3%
TJX
TJX COMPANIES INC /DE/
32.2M0.6%201.5K140.53+1.6%
VONG
Vanguard Russell 1000 Growth ETF
32.0M0.6%291.4K125.99+11.3%
MA
Mastercard Inc
31.4M0.6%62.8K580.63-2.0%
IUSG
iShares Core S&P U.S. Growth ETF
30.8M0.6%198.8K189.82+22.3%
ABBV
AbbVie Inc.
28.7M0.6%132.0K264.96+26.7%
LOW
LOWES COMPANIES INC
28.7M0.6%121.3K216.09-16.0%
MCD
MCDONALDS CORP
27.6M0.5%88.9K270.95-13.5%
XMHQ
Invesco S&P MidCap Quality ETF
26.9M0.5%259.8K119.27+16.0%
KLAC
KLA CORP
26.8M0.5%18.2K183.99+109.5%
AUB
Atlantic Union Bankshares Corp
26.7M0.5%747.3K41.15+22.3%
ETN
Eaton Corp plc
26.4M0.5%73.7K419.20+21.1%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
25.5M0.5%75.3K418.95+83.3%
AXP
AMERICAN EXPRESS CO
25.2M0.5%83.3K336.00+8.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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