Atlantic Union Bankshares Corp

CIK 0000883948 · Q1 2026

13F Equity AUM

$5.2B

-2.4% QoQ

Positions

1,515

+41 QoQ

AUM Rank

#987

Top 8%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #2,850 · Top 35%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 17.9%Top 10: 27.7%Top 20: 40.2%

NVDA4.2%

AAPL4.1%

MSFT3.3%

IVV3.2%

IJH3.0%

IWY2.4%

IJR2.0%

GOOG1.9%

AMZN1.9%

JPM1.6%

Others (1505)72.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services48.0%

Technology19.5%

Industrials6.2%

Healthcare6.0%

Consumer Cyclical6.0%

Communication Services5.7%

Consumer Defensive2.8%

Energy2.6%

Other3.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1515Median: 0.00%Avg: 0.07%

0–0.5%

1467(41.1%)

0.5–1%

31(21.5%)

1–3%

12(19.5%)

3–5%

5(17.9%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,482Unique: 33vs 20 funds

20.2%Moderate

1,515

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

27.3%

BANK OF AMERICA CORP /DE/

28.9%

24.9%

26.2%

33.9%

24.1%

GEODE CAPITAL MANAGEMENT, LLC

22.5%

VANGUARD CAPITAL MANAGEMENT LLC

22.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

25.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New170Increased462Decreased430Exited110

New Positions

AZN0.1%

+25K

WCAP0.1%

+299K

PAAA0.0%

+19K

SMBS0.0%

+22K

GRID0.0%

+191

FTI0.0%

+27

WIX0.0%

+14

AXTA0.0%

REPX0.0%

+200

BRF0.0%

+831

Increased

JEPI1.4%

+263K(+26%)

BSCV0.8%

+240K(+11%)

BSCU0.8%

+216K(+9%)

XLU0.3%

+160K(+93%)

IBTP0.7%

+157K(+12%)

BSCW0.8%

+157K(+8%)

IBGA0.6%

+141K(+12%)

IBTO0.7%

+137K(+10%)

IEFA0.3%

+94K(+150%)

BSCT0.4%

+93K(+10%)

Decreased

IJH3.0%

-105,886(-4%)

BMY0.2%

-84,692(-34%)

BAC0.2%

-81,967(-27%)

WFC0.2%

-80,749(-44%)

AUB0.5%

-80,070(-10%)

TRVC0.2%

-57,194(-39%)

MCHP0.1%

-52,201(-31%)

DON0.2%

-50,276(-17%)

CVS0.1%

-48,239(-50%)

PYPL0.0%

-44,394(-69%)

Exited

-98,138

-4,139

-568

-5,000

-100

-12

-50

-3,332

-746

-21

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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