Atlantic Union Bankshares Corp

FundStock

CIK 0000883948 · Q2 2026

13F Equity AUM

$6.0B

+15.0% QoQ

Positions

1,508

-7 QoQ

AUM Rank

#741

Top 8%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #3,124 · Top 38%

vs S&P -1.2%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 17.7%Top 10: 28.0%Top 20: 40.6%

AAPL4.3%

NVDA4.2%

IVV3.3%

IJH3.0%

MSFT3.0%

IWY2.7%

GOOG2.0%

IWR1.9%

AMZN1.9%

IJR1.8%

Others (1498)72.0%

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

Sector Allocation

Financial Services49.0%

Technology21.0%

Healthcare5.7%

Industrials5.7%

Consumer Cyclical5.6%

Communication Services5.5%

Consumer Defensive2.4%

Energy2.0%

Other3.2%

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

Position Sizing

Positions: 1508Median: 0.00%Avg: 0.07%

0–0.5%

1458(39.0%)

0.5–1%

32(22.3%)

1–3%

14(24.0%)

3–5%

4(14.8%)

5%+

0(0.0%)

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

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Portfolio Overlap

Shared: 0Unique: 1,508vs 20 funds

0%Low

1,508

Fund positions

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.

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Position Changes This Quarter

New129Increased419Decreased487Exited177

New Positions

IBTQ0.3%

+775K

HONEYWELL INTL INC0.1%

+34K

HONEYWELL AEROSPACE …0.1%

+34K

SPTM0.0%

+5K

FEDEX FGHT HLDG CO I…0.0%

+3K

SPACE EXPLORATION TE…0.0%

+2K

SPMO0.0%

+3K

IDMO0.0%

+13K

XMMO0.0%

+2K

SPGM0.0%

+5K

Increased

BSCV0.8%

+629K(+26%)

BSCU0.9%

+594K(+23%)

BSCW0.9%

+505K(+24%)

IBTP0.8%

+419K(+29%)

IBTO0.7%

+353K(+24%)

IBGA0.7%

+345K(+26%)

AVSC0.6%

+313K(+178%)

AUB0.7%

+276K(+37%)

VUG0.5%

+266K(+542%)

BSCR0.5%

+231K(+20%)

Decreased

BSCQ0.0%

-675,730(-97%)

IJR1.8%

-142,539(-17%)

ACWX0.1%

-119,584(-56%)

IBDR0.0%

-106,308(-49%)

WCAP0.0%

-65,765(-22%)

DON0.2%

-50,240(-21%)

IBDY0.1%

-36,925(-25%)

IBDZ0.1%

-28,078(-21%)

BMY0.1%

-25,340(-16%)

CMCSA0.0%

-23,044(-52%)

Exited

HON

-66,664

PAAA

-19,460

FULT

-48,278

-6,796

TILE

-22

IBOC

-4

-2,800

ESGV

-51

UFPI

-100

FNKO

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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