Atlantic Union Bankshares Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$146M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$142M |
| 3 |
Apple
AAPL
|
+$93.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$90.7M |
| 5 |
NVIDIA
NVDA
|
+$89.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Small Cap Equity ETF
AVSC
|
+$19.7M |
| 2 |
Vanguard Morningstar Mega Cap ETF
MGC
|
+$16.6M |
| 3 |
Erie Indemnity
ERIE
|
+$9.27M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$5.21M |
| 5 |
Bank of America
BAC
|
+$5.08M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.45% |
| 2 | Financials | 12.07% |
| 3 | Consumer Discretionary | 6.38% |
| 4 | Healthcare | 6.23% |
| 5 | Industrials | 4.95% |
Similar funds
Atlantic Union Bankshares's Q2 2025 Portfolio in Review
As of Q2 2025, Atlantic Union Bankshares held 1,237 positions worth $4.38B, up 165% from $1.65B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Atlantic Union Bankshares deployed $2.44B of net new capital in Q2 2025, opening 931 new positions and adding to 244 existing holdings. Its largest new stake was iShares Core S&P Mid-Cap ETF: 2,480,098 shares worth $154M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 19% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Avantis US Small Cap Equity ETF, an estimated $19.7M trimmed.
- Atlantic Union Bankshares's largest Q2 2025 buy was iShares Core S&P Mid-Cap ETF: 2,480,098 shares worth $154M.
- Atlantic Union Bankshares added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $142M increase.
- Atlantic Union Bankshares's biggest Q2 2025 reduction was Avantis US Small Cap Equity ETF, cutting an estimated $19.7M.
- Atlantic Union Bankshares fully exited Discover Financial Services in Q2 2025, selling an estimated $4.99M.
- Atlantic Union Bankshares's ten largest holdings make up 29% of its $4.38B portfolio in Q2 2025.
- Atlantic Union Bankshares opened 931 new positions and closed 9 in Q2 2025.
- Atlantic Union Bankshares's portfolio value rose 165% quarter-over-quarter to $4.38B.
Based on Atlantic Union Bankshares's 13F filing for Q2 2025, filed 6 Aug 2025.