Atlantic Union Bankshares’s Reaves Utility Income Fund UTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.4K	Hold	625	–	–	﹤0.01%	1105
2026 Q1	$24.6K	Buy	625 +499	+396%	+$19.5K	﹤0.01%	1079
2025 Q4	$4.61K	Hold	126	–	–	﹤0.01%	1396
2025 Q3	$4.99K	Sell	126 -75	-37%	-$2.83K	﹤0.01%	1372
2025 Q2	$7.27K	Buy	+201	New	+$6.71K	﹤0.01%	961

Other funds holding UTG

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Atlantic Union Bankshares held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 625 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Atlantic Union Bankshares first reported a position in UTG in Q2 2025 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Atlantic Union Bankshares held 625 shares of Reaves Utility Income Fund worth $25.4K as of Q2 2026.
Atlantic Union Bankshares left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1105 holding.
Atlantic Union Bankshares first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

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