Atlantic Union Bankshares’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.3M	Sell	90,924 -57,194	-39%	-$6.51M	0.2%	113
2025 Q4	$17.3M	Buy	148,118 +1,481	+1%	+$154K	0.32%	69
2025 Q3	$14.9M	Buy	146,637 +5,817	+4%	+$552K	0.28%	80
2025 Q2	$12M	Buy	140,820 +17,313	+14%	+$1.25M	0.27%	83
2025 Q1	$8.77M	Buy	123,507 +12,040	+11%	+$918K	0.53%	51
2024 Q4	$7.85M	Buy	111,467 +76,869	+222%	+$5.18M	0.46%	65
2024 Q3	$2.17M	Buy	34,598 +4,630	+15%	+$286K	0.13%	147
2024 Q2	$1.9M	Buy	29,968 +9,059	+43%	+$559K	0.12%	153
2024 Q1	$1.32M	Buy	20,909 +2,137	+11%	+$119K	0.11%	160
2023 Q4	$966K	Buy	18,772 +1,673	+10%	+$74.1K	0.09%	176
2023 Q3	$703K	Buy	17,099 +2,546	+17%	+$112K	0.07%	189
2023 Q2	$670K	Buy	+14,553	New	+$682K	0.07%	195
2014 Q2	–	Sell	-10	Closed	–	–	137
2014 Q1	$0	Buy	+10	New	+$498	﹤0.01%	252

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its Citigroup (C) stake by 39% in Q1 2026, selling an estimated $6.51M and leaving 90,924 shares worth $10.3M. The position accounts for 0.2% of the portfolio, ranked #113.

Atlantic Union Bankshares first reported a position in C in Q1 2014 and has held it in 13 quarters since. The position peaked at $17.3M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Atlantic Union Bankshares held 90,924 shares of Citigroup worth $10.3M as of Q1 2026.
Atlantic Union Bankshares sold 57,194 Citigroup shares in Q1 2026, an estimated $6.51M.
Citigroup made up 0.2% of Atlantic Union Bankshares's portfolio in Q1 2026, its #113 holding.
Atlantic Union Bankshares first reported a position in Citigroup in Q1 2014 and has held it in 13 quarters since.
Atlantic Union Bankshares's Citigroup position peaked at $17.3M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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