Atlantic Union Bankshares Corp
CIK 883948 · Holdings on Sep 30, 2025 · First reported Nov 4, 2025
Top ten holdings
Q3 2025- MSFT4.47%
- NVDA4.44%
- AAPL4.20%
- IVV3.27%
- IJH3.05%
- IWY2.58%
- IJR2.00%
- AMZN1.84%
- JPM1.80%
- GOOG1.63%
Share classes counted separately29.28%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BFSWeight increased · +0.80 pp0.00% → 0.80%Shares +1.34M (+66361.35%)
- MSFTWeight increased · +0.77 pp3.70% → 4.47%Shares +132.25K (+40.58%)
- NVDAWeight increased · +0.58 pp3.86% → 4.44%Shares +194.01K (+18.14%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $237.29M | 4.47% | 458.14K shares | 3.70% → 4.47%+0.77 pp +132.25K (+40.58%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $235.80M | 4.44% | 1.26M shares | 3.86% → 4.44%+0.58 pp +194.01K (+18.14%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $222.99M | 4.20% | 875.73K shares | 3.75% → 4.20%+0.45 pp +75.87K (+9.49%) | Added | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $173.80M | 3.27% | 259.67K shares | 3.69% → 3.27%-0.42 pp -627 (-0.24%) | Reduced | ↗▾ |
| 05 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $161.88M | 3.05% | 2.48M shares | 3.51% → 3.05%-0.46 pp +370 (+0.01%) | Added | ↗▾ |
| 06 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $137.13M | 2.58% | 501.12K shares | 2.67% → 2.58%-0.09 pp +27.02K (+5.70%) | Added | ↗▾ |
| 07 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $106.19M | 2.00% | 893.65K shares | 2.22% → 2.00%-0.22 pp +4.13K (+0.46%) | Added | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $97.52M | 1.84% | 444.12K shares | 1.99% → 1.84%-0.15 pp +45.97K (+11.54%) | Added | ↗▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $95.41M | 1.80% | 302.47K shares | 1.99% → 1.80%-0.19 pp +2.09K (+0.69%) | Added | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $86.35M | 1.63% | 354.53K shares | 1.09% → 1.63%+0.54 pp +84.55K (+31.32%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 60
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| RP5705351 MARKEL GROUP INC FORMERLY MARKEL CO | Non-derivative | -787 | -$1.57M | SEC filing ↗ | SEC filing ↗ |
| RE1130041 BROOKFIELD ASSET MGMT LTD CLASS A VOTING SHA | Non-derivative | -13,613 | -$752.35K | SEC filing ↗ | SEC filing ↗ |
| MUB ISHARES NATIONAL MUNI BOND E | Non-derivative | -4,837 | -$505.37K | SEC filing ↗ | SEC filing ↗ |
3 / 60 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 883948 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5310551359
}Research all 1,651 reported holdings.
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