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Atlantic Union Bankshares’s Blackstone BX Stock Holding History

Atlantic Union Bankshares’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9M Buy
109,400
+2,780
+3% +$334K 0.22% 101
2026
Q1 		$12.3M Buy
106,620
+2,120
+2% +$276K 0.24% 92
2025
Q4 		$16.1M Buy
104,500
+1,493
+1% +$227K 0.3% 74
2025
Q3 		$17.6M Sell
103,007
-549
-0.5% -$94.1K 0.33% 70
2025
Q2 		$15.5M Buy
103,556
+98,540
+1,965% +$13.5M 0.35% 72
2025
Q1 		$701K Buy
5,016
+140
+3% +$22.7K 0.04% 205
2024
Q4 		$841K Sell
4,876
-20
-0.4% -$3.48K 0.05% 207
2024
Q3 		$750K Sell
4,896
-76
-2% -$10.5K 0.04% 215
2024
Q2 		$616K Sell
4,972
-38
-0.8% -$4.68K 0.04% 223
2024
Q1 		$658K Sell
5,010
-98
-2% -$12.2K 0.06% 195
2023
Q4 		$669K Sell
5,108
-131
-3% -$14.2K 0.06% 195
2023
Q3 		$561K Hold
5,239
– – 0.06% 202
2023
Q2 		$487K Sell
5,239
-189
-3% -$16.3K 0.05% 218
2023
Q1 		$477K Sell
5,428
-126
-2% -$11.1K 0.05% 196
2022
Q4 		$412K Sell
5,554
-1,280
-19% -$111K 0.04% 200
2022
Q3 		$572K Sell
6,834
-251
-4% -$24.3K 0.07% 165
2022
Q2 		$647K Buy
7,085
+581
+9% +$62.7K 0.07% 161
2022
Q1 		$826K Sell
6,504
-100
-2% -$12.2K 0.07% 151
2021
Q4 		$855K Sell
6,604
-212
-3% -$28.3K 0.07% 152
2021
Q3 		$793K Sell
6,816
-739
-10% -$85.8K 0.07% 160
2021
Q2 		$734K Buy
7,555
+61
+0.8% +$5.42K 0.07% 169
2021
Q1 		$558K Sell
7,494
-412
-5% -$28.4K 0.06% 177
2020
Q4 		$512K Buy
7,906
+955
+14% +$55.6K 0.05% 185
2020
Q3 		$363K Sell
6,951
-500
-7% -$26.8K 0.04% 192
2020
Q2 		$422K Sell
7,451
-25
-0.3% -$1.32K 0.05% 187
2020
Q1 		$340K Buy
7,476
+1,840
+33% +$102K 0.05% 190
2019
Q4 		$315K Buy
5,636
+600
+12% +$31.1K 0.04% 201
2019
Q3 		$246K Buy
+5,036
New +$246K 0.03% 221

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Blackstone (BX) stake by 2.6% in Q2 2026, buying an estimated $334K and bringing the position to 109,400 shares worth $12.9M. The position accounts for 0.22% of the portfolio, ranked #101.

Atlantic Union Bankshares first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $17.6M in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Atlantic Union Bankshares held 109,400 shares of Blackstone worth $12.9M as of Q2 2026.
  • Atlantic Union Bankshares bought 2,780 Blackstone shares in Q2 2026, an estimated $334K.
  • Blackstone made up 0.22% of Atlantic Union Bankshares's portfolio in Q2 2026, its #101 holding.
  • Atlantic Union Bankshares first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Atlantic Union Bankshares's Blackstone position peaked at $17.6M in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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