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Atlantic Union Bankshares’s Avista AVA Stock Holding History

Atlantic Union Bankshares’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65K Buy
40
+34
+567% +$1.4K ﹤0.01% 1554
2026
Q1 		$241 Buy
+6
New +$242 ﹤0.01% 1679

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlantic Union Bankshares's AVA Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Avista (AVA) stake by 567% in Q2 2026, buying an estimated $1.4K and bringing the position to 40 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Atlantic Union Bankshares first reported a position in AVA in Q1 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Atlantic Union Bankshares held 40 shares of Avista worth $1.65K as of Q2 2026.
  • Atlantic Union Bankshares bought 34 Avista shares in Q2 2026, an estimated $1.4K.
  • Avista made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1554 holding.
  • Atlantic Union Bankshares first reported a position in Avista in Q1 2026 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.