Atlantic Union Bankshares’s BNY Mellon Core Bond ETF BKAG Stock Holding History

Atlantic Union Bankshares’s Portfolio BKAG Stock Details BKAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-669	Closed	-$28.4K	–	1758
2025 Q4	$28.4K	Hold	669	–	–	﹤0.01%	1034
2025 Q3	$28.5K	Buy	+669	New	+$28.2K	﹤0.01%	1049

Other funds holding BKAG

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

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

Atlantic Union Bankshares sold out of BNY Mellon Core Bond ETF (BKAG) in Q1 2026, closing a stake of 669 shares — an estimated $28.4K sold.

Atlantic Union Bankshares first reported a position in BKAG in Q3 2025 and held it in 2 quarters. The position peaked at $28.5K in Q3 2025. 89 funds tracked by Wall St. Rank hold BKAG as of Q1 2026.

Atlantic Union Bankshares reported no remaining BNY Mellon Core Bond ETF position as of Q1 2026 after selling out during the quarter.
Atlantic Union Bankshares sold 669 BNY Mellon Core Bond ETF shares in Q1 2026, an estimated $28.4K.
Atlantic Union Bankshares first reported a position in BNY Mellon Core Bond ETF in Q3 2025 and held it in 2 quarters.
Atlantic Union Bankshares's BNY Mellon Core Bond ETF position peaked at $28.5K in Q3 2025.
89 funds tracked by Wall St. Rank held BNY Mellon Core Bond ETF as of Q1 2026.

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