Arkolith/Funds/Atlantic Union Bankshares Corp

Atlantic Union Bankshares Corp

CIK 883948Bank / broker
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·13F-HR
Active Filer

Atlantic Union Bankshares Corp holds a diversified book of 1744 stocks worth $5.2B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 4% of the equity book.

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Use Arkolith to show Atlantic Union Bankshares Corp's latest
holdings, largest changes, and filing provenance.
Opened
173
new positions
Added to
460
existing
Trimmed
431
reduced
Sold out
98
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
28%
Top 20 holdings
40%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

62% mapped to company sectors

ETF / fund or unclassified
38%
Information Technology
25%
Financials
10%
Consumer Discretionary
7%
Industrials
6%
Health Care
5%
Energy
2%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,744 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$216.3M1.24M
4.2%
−0.7%
Reduced · −8K sh
2Apple Inc
COM
$215.5M849.2K
4.1%
−1.7%
Reduced · −14K sh
3Microsoft Corp
COM
$174.1M470.3K
3.3%
+3.2%
Added · +15K sh
4Ishares TR
CORE S&P500 ETF
$166.8M255.3K
3.2%
+0.5%
Added · +1K sh
5Ishares TR
CORE S&P MCP ETF
$158.2M2.34M
3.0%
−4.3%
Reduced · −106K sh
6Ishares TR
RUS TP200 GR ETF
$124.3M499.5K
2.4%
−1.1%
Reduced · −5K sh
7Ishares TR
CORE S&P SCP ETF
$106.5M856.5K
2.0%
−3.4%
Reduced · −30K sh
8Alphabet Inc
CAP STK CL C
$99.4M346.6K
1.9%
−1.2%
Reduced · −4K sh
9Amazon Com Inc
COM
$96.4M463.1K
1.9%
+3.3%
Added · +15K sh
10JPMorgan Chase & Co
COM
$86.0M292.3K
1.7%
−1.8%
Reduced · −5K sh
11Ishares TR
RUS MID CAP ETF
$84.3M866.6K
1.6%
−2.8%
Reduced · −25K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$75.5M116.1K
1.5%
−1.4%
Reduced · −2K sh
13Alphabet Inc
CAP STK CL A
$73.9M257.0K
1.4%
−4.9%
Reduced · −13K sh
14J P Morgan Exchange Traded F
EQUITY PREMIUM
$72.5M1.28M
1.4%
+26%
Added · +263K sh
15Berkshire Hathaway Inc Del
CL B NEW
$68.6M143.3K
1.3%
−3.0%
Reduced · −4K sh
16Broadcom Inc
COM
$64.4M208.2K
1.2%
+9.1%
Added · +17K sh
17Ishares TR
MSCI INTL QUALTY
$61.6M1.33M
1.2%
+3.0%
Added · +39K sh
18State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$52.0M84.4K
1.0%
−2.5%
Reduced · −2K sh
19Meta Platforms Inc
CL A
$51.6M90.2K
1.0%
−2.8%
Reduced · −3K sh
20RTX Corporation
COM
$46.6M241.8K
0.9%
+4.8%
Added · +11K sh
21Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$43.6M2.61M
0.8%
+9.0%
Added · +216K sh
22Johnson & Johnson
COM
$43.6M178.2K
0.8%
+5.2%
Added · +9K sh
23Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$42.7M2.07M
0.8%
+8.2%
Added · +157K sh
24Exxon Mobil Corp
COM
$41.6M245.2K
0.8%
+2.1%
Added · +5K sh
25Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$40.2M2.44M
0.8%
+11%
Added · +240K sh
26Wal-Mart Stores, Inc
COM
$39.9M321.3K
0.8%
+10.0%
Added · +29K sh
27Eli Lilly & Co
COM
$39.7M43.1K
0.8%
+12%
Added · +5K sh
28Goldman Sachs Group Inc
COM
$38.0M44.9K
0.7%
−5.0%
Reduced · −2K sh
29Ishares Core S&P Value ETF
CORE S&P US VLU
$37.6M367.5K
0.7%
+1.8%
Added · +7K sh
30Visa Inc
COM CL A
$37.0M122.5K
0.7%
+7.2%
Added · +8K sh
31Home Depot Inc
COM
$36.9M112.1K
0.7%
+4.2%
Added · +4K sh
32Ishares TR
IBONDS DEC 2034
$36.7M1.43M
0.7%
+12%
Added · +157K sh
33Palo Alto Networks Inc
COM
$36.2M225.5K
0.7%
+25%
Added · +45K sh
34Vanguard Msci Eafe ETF
VAN FTSE DEV MKT
$35.8M558.4K
0.7%
+7.5%
Added · +39K sh
35Ishares TR
IBONDS DEC 2033
$35.6M1.46M
0.7%
+10%
Added · +137K sh
36Costco Wholesale Corporation
COM
$35.3M35.4K
0.7%
−0.4%
Reduced · −152 sh
37Ishares TR
IBONDS DEC 2044
$32.5M1.32M
0.6%
+12%
Added · +141K sh
38TJX Cos Inc New
COM
$32.2M201.5K
0.6%
−3.6%
Reduced · −7K sh
39Vanguard Scottsdale FDS
VNG RUS1000GRW
$32.0M291.4K
0.6%
+13%
Added · +34K sh
40Mastercard Incorporated
CL A
$31.4M62.8K
0.6%
−16%
Reduced · −12K sh
41Ishares Core S&P US Growth
CORE S&P US GWT
$30.8M198.8K
0.6%
−2.9%
Reduced · −6K sh
42Abbvie Inc
COM
$28.7M132.0K
0.6%
+0.9%
Added · +1K sh
43Lowes Cos Inc
COM
$28.7M121.3K
0.6%
−11%
Reduced · −14K sh
44MC Donalds Corp
COM
$27.6M88.9K
0.5%
+5.8%
Added · +5K sh
45Invesco Exchange Traded FD T
S&P MDCP QUALITY
$26.9M259.8K
0.5%
+3.5%
Added · +9K sh
46Kla Corp
COM NEW
$26.8M18.2K
0.5%
−6.3%
Reduced · −1K sh
47Atlantic Un Bankshares Corp
COM
$26.7M747.3K
0.5%
−9.7%
Reduced · −80K sh
48Eaton Corp PLC
SHS
$26.4M73.7K
0.5%
+7.6%
Added · +5K sh
49Taiwan Semiconductor Manufacturing Co Ltd
SPONSORED ADS
$25.5M75.3K
0.5%
+42%
Added · +22K sh
50American Express Co
COM
$25.2M83.3K
0.5%
+9.5%
Added · +7K sh
Showing 50 of 1,744 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 12, 20263,631$5.2B13F-HR
Q4 2025Dec 31, 2025Feb 4, 20263,409$5.3B13F-HR
Q3 2025Sep 30, 2025Nov 4, 20253,378$5.3B13F-HR
Q2 2025Jun 30, 2025Aug 6, 20252,520$4.4B13F-HR
Q1 2025Mar 31, 2025May 5, 2025640$1.7B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025654$1.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024687$1.7B13F-HR
Q2 2024Jun 30, 2024Jul 24, 2024681$1.6B13F-HR
Q1 2024Mar 31, 2024Apr 16, 2024469$1.2B13F-HR
Q4 2023Dec 31, 2023Jan 19, 2024473$1.1B13F-HR
Q3 2023Sep 30, 2023Oct 20, 2023472$975.8M13F-HR
Q2 2023Jun 30, 2023Jul 11, 2023472$1.0B13F-HR
Q1 2023Mar 31, 2023May 8, 2023458$961.2M13F-HR
Q4 2022Dec 31, 2022Feb 9, 2023422$934.5M13F-HR
Q3 2022Sep 30, 2022Oct 25, 2022412$871.1M13F-HR
Q2 2022Jun 30, 2022Jul 21, 2022430$978.1M13F-HR
Q1 2022Mar 31, 2022Apr 26, 2022434$1.1B13F-HR
Q4 2021Dec 31, 2021Jan 19, 2022432$1.2B13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021443$1.1B13F-HR
Q2 2021Jun 30, 2021Jul 26, 2021438$1.0B13F-HR
Q1 2021Mar 31, 2021May 4, 2021425$979.3M13F-HR
Q4 2020Dec 31, 2020Feb 1, 2021469$963.0M13F-HR
Q3 2020Sep 30, 2020Oct 16, 2020450$859.0M13F-HR
Q2 2020Jun 30, 2020Jul 15, 2020456$802.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.