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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 62 of 85  ·  1,688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 BANR BANNER CORP Financial Services 200.0 $13K $62.66 +2.7%
1222 NEWT NEWTEKONE INC Financial Services 1,100.0 $12K -100.0 -8.3% $11.35 +17.0%
1223 SPYG SPDR SERIES TRUST 117.0 $12K +17.0 +17.0% $106.31 +10.7%
1224 AMERICA MOVIL SAB DE CV 600.0 $12K $20.67
1225 TOST TOAST INC Technology 346.0 $12K -176.0 -33.7% $35.51 -34.2%
1226 NML NEUBERGER BERMAN ENERGY INFRA & INCOME FUND Financial Services 1,430.0 $12K $8.50 +23.4%
1227 LIT GLOBAL X FDS 187.0 $12K $64.97 +28.0%
1228 BLACKROCK MUNIHOLDINGS QUALI 1,200.0 $12K $10.03
1229 LAND GLADSTONE LD CORP Real Estate 1,300.0 $12K $9.15 +2.3%
1230 TXNM ENERGY INC 199.0 $12K $58.88
1231 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 726.0 $12K $15.86 +23.1%
1232 PTCT PTC THERAPEUTICS INC Healthcare 150.0 $11K $75.96 -5.9%
1233 UUUU ENERGY FUELS INC Energy 780.0 $11K NEW $14.54 +16.4%
1234 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 600.0 $11K $18.78 +14.6%
1235 QQQJ INVESCO EXCH TRADED FD TR II 305.0 $11K $36.85 +13.5%
1236 GPIQ GOLDMAN SACHS ETF TR 212.0 $11K NEW $52.87 +8.9%
1237 QQQI NEOS ETF TRUST 208.0 $11K NEW $53.86 +3.7%
1238 SHAK SHAKE SHACK INC Consumer Cyclical 138.0 $11K NEW $81.17 -23.2%
1239 PFLT PENNANTPARK FLOATING RATE CA Financial Services 1,200.0 $11K -2K -55.6% $9.27 -10.3%
1240 VIOO VANGUARD ADMIRAL FDS INC 100.0 $11K $110.96 +13.0%
Page 62 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%