AUB
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Atlantic Union Bankshares’s Ares Capital ARCC Stock Holding History

Atlantic Union Bankshares’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Sell
61,479
-30,155
-33% -$584K 0.02% 352
2025
Q4 		$1.85M Sell
91,634
-3,573
-4% -$72.1K 0.03% 299
2025
Q3 		$1.94M Buy
95,207
+6,981
+8% +$155K 0.04% 294
2025
Q2 		$1.94M Buy
88,226
+4,012
+5% +$85.3K 0.04% 257
2025
Q1 		$1.87M Sell
84,214
-500
-0.6% -$11.3K 0.11% 145
2024
Q4 		$1.85M Sell
84,714
-4,069
-5% -$87.8K 0.11% 151
2024
Q3 		$1.86M Sell
88,783
-6,739
-7% -$140K 0.11% 158
2024
Q2 		$1.99M Sell
95,522
-1,469
-2% -$30.7K 0.12% 146
2024
Q1 		$2.02M Sell
96,991
-4,203
-4% -$85.1K 0.17% 120
2023
Q4 		$2.03M Sell
101,194
-2,200
-2% -$42.9K 0.19% 118
2023
Q3 		$2.01M Sell
103,394
-6,700
-6% -$130K 0.21% 103
2023
Q2 		$2.07M Sell
110,094
-2,912
-3% -$53.8K 0.21% 105
2023
Q1 		$2.07M Sell
113,006
-2,900
-3% -$54.8K 0.21% 106
2022
Q4 		$2.14M Buy
115,906
+2,490
+2% +$46.8K 0.23% 105
2022
Q3 		$1.92M Buy
113,416
+1,550
+1% +$30K 0.22% 101
2022
Q2 		$2M Buy
111,866
+753
+0.7% +$14.8K 0.21% 104
2022
Q1 		$2.33M Buy
111,113
+2,919
+3% +$62.2K 0.2% 103
2021
Q4 		$2.29M Sell
108,194
-2,400
-2% -$49.8K 0.19% 105
2021
Q3 		$2.25M Buy
110,594
+918
+0.8% +$18.4K 0.21% 96
2021
Q2 		$2.15M Buy
109,676
+4,200
+4% +$81.3K 0.21% 97
2021
Q1 		$1.97M Sell
105,476
-2,769
-3% -$49.8K 0.2% 102
2020
Q4 		$1.83M Sell
108,245
-1,155
-1% -$17.9K 0.19% 104
2020
Q3 		$1.53M Sell
109,400
-400
-0.4% -$5.69K 0.18% 105
2020
Q2 		$1.59M Sell
109,800
-1,862
-2% -$25.1K 0.2% 102
2020
Q1 		$1.2M Sell
111,662
-650
-0.6% -$11K 0.18% 114
2019
Q4 		$2.09M Sell
112,312
-300
-0.3% -$5.57K 0.27% 100
2019
Q3 		$2.1M Sell
112,612
-784
-0.7% -$14.5K 0.28% 97
2019
Q2 		$2.03M Buy
+113,396
New +$2.01M 0.27% 99

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlantic Union Bankshares's ARCC Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Ares Capital (ARCC) stake by 33% in Q1 2026, selling an estimated $584K and leaving 61,479 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #352.

Atlantic Union Bankshares first reported a position in ARCC in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.33M in Q1 2022. 806 funds tracked by Wall St. Rank hold ARCC as of Q1 2026.

  • Atlantic Union Bankshares held 61,479 shares of Ares Capital worth $1.11M as of Q1 2026.
  • Atlantic Union Bankshares sold 30,155 Ares Capital shares in Q1 2026, an estimated $584K.
  • Ares Capital made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #352 holding.
  • Atlantic Union Bankshares first reported a position in Ares Capital in Q2 2019 and has held it in 28 quarters since.
  • Atlantic Union Bankshares's Ares Capital position peaked at $2.33M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held Ares Capital as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.