Atlantic Union Bankshares’s Overlay Shares Core Bond ETF OVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412K	Buy	20,172 +306	+2%	+$6.29K	0.01%	507
2026 Q1	$408K	Buy	19,866 +30	+0.2%	+$620	0.01%	484
2025 Q4	$407K	Buy	19,836 +591	+3%	+$12.2K	0.01%	486
2025 Q3	$401K	Sell	19,245 -7,411	-28%	-$152K	0.01%	496
2025 Q2	$547K	Buy	+26,656	New	+$536K	0.01%	384

Other funds holding OVB

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Overlay Shares Core Bond ETF (OVB) stake by 1.5% in Q2 2026, buying an estimated $6.29K and bringing the position to 20,172 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #507.

Atlantic Union Bankshares first reported a position in OVB in Q2 2025 and has held it in 5 quarters since. The position peaked at $547K in Q2 2025. 16 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

Atlantic Union Bankshares held 20,172 shares of Overlay Shares Core Bond ETF worth $412K as of Q2 2026.
Atlantic Union Bankshares bought 306 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $6.29K.
Overlay Shares Core Bond ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #507 holding.
Atlantic Union Bankshares first reported a position in Overlay Shares Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's Overlay Shares Core Bond ETF position peaked at $547K in Q2 2025.
16 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

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