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Atlantic Union Bankshares’s Broadridge BR Stock Holding History

Atlantic Union Bankshares’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$971K Sell
7,091
-99
-1% -$15K 0.02% 381
2026
Q1 		$1.17M Hold
7,190
– – 0.02% 345
2025
Q4 		$1.6M Hold
7,190
– – 0.03% 320
2025
Q3 		$1.71M Buy
7,190
+7,024
+4,231% +$1.75M 0.03% 310
2025
Q2 		$40.3K Buy
+166
New +$39.5K ﹤0.01% 688

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JT
Jupiter Topco New York $245B AUM

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

Atlantic Union Bankshares reduced its Broadridge (BR) stake by 1.4% in Q2 2026, selling an estimated $15K and leaving 7,091 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #381.

Atlantic Union Bankshares first reported a position in BR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Atlantic Union Bankshares held 7,091 shares of Broadridge worth $971K as of Q2 2026.
  • Atlantic Union Bankshares sold 99 Broadridge shares in Q2 2026, an estimated $15K.
  • Broadridge made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #381 holding.
  • Atlantic Union Bankshares first reported a position in Broadridge in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Broadridge position peaked at $1.71M in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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