Atlantic Union Bankshares’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Sell	3,150 -40	-1%	-$6.16K	0.01%	471
2026 Q1	$483K	Sell	3,190 -41	-1%	-$6.19K	0.01%	462
2025 Q4	$456K	Sell	3,231 -573	-15%	-$80.9K	0.01%	470
2025 Q3	$541K	Buy	3,804 +985	+35%	+$136K	0.01%	464
2025 Q2	$374K	Buy	+2,819	New	+$365K	0.01%	416
2024 Q4	–	Sell	-1,518	Closed	-$205K	–	318
2024 Q3	$205K	Buy	+1,518	New	+$196K	0.01%	316
2023 Q2	–	Sell	-1,938	Closed	-$227K	–	276
2023 Q1	$227K	Buy	+1,938	New	+$234K	0.02%	259
2021 Q2	–	Sell	-1,830	Closed	-$209K	–	268
2021 Q1	$209K	Buy	+1,830	New	+$193K	0.02%	253
2020 Q3	–	Sell	-2,920	Closed	-$236K	–	260
2020 Q2	$236K	Sell	2,920 -404	-12%	-$32.3K	0.03%	234
2020 Q1	$244K	Buy	+3,324	New	+$318K	0.04%	218
2019 Q4	–	Sell	-2,554	Closed	-$261K	–	247
2019 Q3	$261K	Buy	+2,554	New	+$255K	0.03%	215

Other funds holding DVY

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Select Dividend ETF (DVY) stake by 1.3% in Q2 2026, selling an estimated $6.16K and leaving 3,150 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #471.

Atlantic Union Bankshares first reported a position in DVY in Q3 2019 and has held it in 11 quarters since. The position peaked at $541K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Atlantic Union Bankshares held 3,150 shares of iShares Select Dividend ETF worth $492K as of Q2 2026.
Atlantic Union Bankshares sold 40 iShares Select Dividend ETF shares in Q2 2026, an estimated $6.16K.
iShares Select Dividend ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #471 holding.
Atlantic Union Bankshares first reported a position in iShares Select Dividend ETF in Q3 2019 and has held it in 11 quarters since.
Atlantic Union Bankshares's iShares Select Dividend ETF position peaked at $541K in Q3 2025.
1,423 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

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