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Portfolio (Quarterly) Guide ↗

Atlantic Union Bankshares Corp

· CIK 0000883948
13F Portfolio $5.3B AUM 3,409 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 155 New 324 Added 445 Reduced 114 Exited
Page 58 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 1,468.0 $19K $12.66 -2.8%
1142 NATWEST GROUP PLC 1,062.0 $19K $17.50
1143 MANU MANCHESTER UTD PLC NEW Communication Services 1,166.0 $19K +1K +7187.5% $15.92 +24.1%
1144 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 796.0 $19K $23.31 -2.5%
1145 LIBERTY MEDIA CORP DEL 188.0 $19K $98.51
1146 SBRA SABRA HEALTH CARE REIT INC Real Estate 976.0 $18K -250.0 -20.4% $18.94 +10.9%
1147 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 1,550.0 $18K $11.63 -4.4%
1148 CIVITAS RESOURCES INC 657.0 $18K +102.0 +18.4% $27.08
1149 FEX FIRST TR EXCHANGE-TRADED ALP 150.0 $18K $118.62 +10.5%
1150 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 824.0 $18K $21.56 -17.6%
1151 STE STERIS PLC Healthcare 70.0 $18K NEW $253.53 -16.0%
1152 RELX RELX PLC Communication Services 439.0 $18K $40.42 -16.9%
1153 YETI YETI HLDGS INC Consumer Cyclical 400.0 $18K $44.17 -5.2%
1154 CET CENTRAL SECS CORP Financial Services 345.0 $17K $50.71 +3.9%
1155 CUT INVESCO EXCHNG TRADED FD TR II 600.0 $17K $29.06 -8.1%
1156 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 619.0 $17K $28.06 -28.5%
1157 DT DYNATRACE INC Technology 400.0 $17K NEW $43.34 -7.8%
1158 TDG TRANSDIGM GROUP INC Industrials 13.0 $17K $1329.85 -11.3%
1159 ARKQ ARK ETF TR 148.0 $17K +100.0 +208.3% $115.04 +16.1%
1160 DOCU DOCUSIGN INC Technology 248.0 $17K -57.0 -18.7% $68.40 -27.8%
Page 58 of 85  ·  1,688 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 20.0%
Consumer Cyclical 9.9%
Healthcare 9.6%
Communication Services 9.0%
Industrials 8.7%
Consumer Defensive 4.3%
Energy 3.0%
Utilities 1.3%
Basic Materials 1.1%