AUB
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Atlantic Union Bankshares’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Atlantic Union Bankshares’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$182K Buy
8,286
+128
+2% +$2.82K ﹤0.01% 605
2025
Q4 		$179K Buy
8,158
+186
+2% +$4.13K ﹤0.01% 606
2025
Q3 		$178K Buy
7,972
+80
+1% +$1.77K ﹤0.01% 620
2025
Q2 		$176K Buy
+7,892
New +$172K ﹤0.01% 496

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Overlay Shares Short Term Bond ETF (OVT) stake by 1.6% in Q1 2026, buying an estimated $2.82K and bringing the position to 8,286 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Atlantic Union Bankshares first reported a position in OVT in Q2 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold OVT as of Q1 2026.

  • Atlantic Union Bankshares held 8,286 shares of Overlay Shares Short Term Bond ETF worth $182K as of Q1 2026.
  • Atlantic Union Bankshares bought 128 Overlay Shares Short Term Bond ETF shares in Q1 2026, an estimated $2.82K.
  • Overlay Shares Short Term Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #605 holding.
  • Atlantic Union Bankshares first reported a position in Overlay Shares Short Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2026.

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