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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 59 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ABM ABM INDS INC Industrials 400.0 $17K $42.30 -6.5%
1162 PSTG PURE STORAGE INC Technology 250.0 $17K +60.0 +31.6% $67.04 +25.0%
1163 TG TREDEGAR CORP Industrials 2,332.0 $17K -76.0 -3.2% $7.18 +1.3%
1164 EMB ISHARES TR 172.0 $17K +2.0 +1.2% $96.28 -1.4%
1165 S SENTINELONE INC Technology 1,103.0 $17K -60.0 -5.2% $15.00 +17.7%
1166 KEY KEYCORP Financial Services 801.0 $17K $20.64 +1.3%
1167 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 60.0 $17K -20.0 -25.0% $275.40 +166.3%
1168 CLSK CLEANSPARK INC Technology 1,622.0 $16K +906.0 +126.5% $10.12 +45.2%
1169 IUSB ISHARES TR 350.0 $16K $46.54 -1.6%
1170 IYE ISHARES TR 340.0 $16K $47.53 +33.1%
1171 OCFC OCEANFIRST FINL CORP Financial Services 900.0 $16K $17.95 +2.8%
1172 BLACKROCK TECH AND PRIVATE E 2,447.0 $16K $6.59
1173 YYY AMPLIFY ETF TR 1,400.0 $16K $11.51 -0.1%
1174 IYT ISHARES TR 216.0 $16K $74.59 +9.2%
1175 BHK BLACKROCK CORE BD TR Financial Services 1,675.0 $16K -6K -78.2% $9.59 -7.8%
1176 PFS PROVIDENT FINL SVCS INC Financial Services 810.0 $16K $19.75 +9.9%
1177 IONS IONIS PHARMACEUTICALS INC Healthcare 200.0 $16K $79.11 -6.7%
1178 ATLANTA BRAVES HLDGS INC 400.0 $16K $39.45
1179 CZNC CITIZENS & NORTHN CORP Financial Services 782.0 $16K $20.17 +1.7%
1180 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 2,400.0 $16K $6.54 -13.9%
Page 59 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%