AUB
XYZ

Atlantic Union Bankshares’s Block Inc XYZ Stock Holding History

Atlantic Union Bankshares’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Sell
5,908
-21
-0.4% -$1.28K 0.01% 497
2025
Q4 		$386K Buy
5,929
+38
+0.6% +$2.62K 0.01% 491
2025
Q3 		$426K Hold
5,891
– – 0.01% 491
2025
Q2 		$400K Buy
+5,891
New +$343K 0.01% 413

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its Block Inc (XYZ) stake by 0.35% in Q1 2026, selling an estimated $1.28K and leaving 5,908 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #497.

Atlantic Union Bankshares first reported a position in XYZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $426K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Atlantic Union Bankshares held 5,908 shares of Block Inc worth $356K as of Q1 2026.
  • Atlantic Union Bankshares sold 21 Block Inc shares in Q1 2026, an estimated $1.28K.
  • Block Inc made up 0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #497 holding.
  • Atlantic Union Bankshares first reported a position in Block Inc in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's Block Inc position peaked at $426K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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