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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
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

AA
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Overlay Shares Core Bond ETF (OVB) stake by 0.15% in Q1 2026, buying an estimated $620 and bringing the position to 19,866 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #484.

Atlantic Union Bankshares first reported a position in OVB in Q2 2025 and has held it in 4 quarters since. The position peaked at $547K in Q2 2025. 17 funds tracked by Wall St. Rank hold OVB as of Q1 2026.

  • Atlantic Union Bankshares held 19,866 shares of Overlay Shares Core Bond ETF worth $408K as of Q1 2026.
  • Atlantic Union Bankshares bought 30 Overlay Shares Core Bond ETF shares in Q1 2026, an estimated $620.
  • Overlay Shares Core Bond ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #484 holding.
  • Atlantic Union Bankshares first reported a position in Overlay Shares Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's Overlay Shares Core Bond ETF position peaked at $547K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2026.

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