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CIK: 0000883948
Total reported value
$6.0B
$6.0B
1748 檔
15.6%
The Q1 2026 SEC filing reveals that Atlantic Union Bankshares Corp held a total portfolio value of $6.0B, covering 1748 public equity positions.
Atlantic Union Bankshares Corp executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 2 holdings and trimming 102 positions.
Showing top 200 holdings (of 1748 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | -0.01% | -0.66% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.12% | -1.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.37% | +3.21% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.20% | +0.14% | +0.52% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.04% | -0.03% | -4.33% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.39% | +0.33% | -1.09% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | -0.28% | -3.44% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.91% | +0.12% | -1.18% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | +0.02% | +3.29% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.06% | -1.83% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.62% | +0.29% | -2.76% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.16% | -1.39% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.11% | -4.94% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.39% | -0.06% | +25.82% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.14% | -3.01% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.08% | +9.07% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 1.18% | -0.07% | +3.02% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.00% | -0.02% | -2.54% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.11% | -2.79% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.12% | +4.80% | |
| 21 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.84% | +0.05% | +9.02% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.07% | +5.23% | |
| 23 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.82% | +0.06% | +8.21% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.24% | +2.13% | |
| 25 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.77% | +0.07% | +10.89% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.13% | +10.00% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.15% | +12.01% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.73% | +0.03% | -5.02% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.72% | -0.03% | +1.82% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.02% | +7.18% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.04% | +4.17% | |
| 32 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-Other | 0.70% | +0.08% | +12.36% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.66% | +24.90% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | -0.05% | +7.47% | |
| 35 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-Other | 0.68% | +0.05% | +10.37% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.13% | -0.43% | |
| 37 | IBGA | Ishares Ibonds Dec 2044 ETF | ETF-Other | 0.62% | +0.06% | +11.91% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.62% | -0.11% | -3.57% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.61% | +0.10% | +13.43% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.08% | -15.83% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.59% | — | -2.87% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | +0.95% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.11% | -10.56% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.11% | +5.75% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.52% | -0.02% | +3.48% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.52% | +0.36% | -6.34% | |
| 47 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.51% | +0.21% | -9.68% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | +0.02% | +7.57% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.17% | +41.53% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.48% | — | +9.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +25.82% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +2.13% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +41.53% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +5.23% | Add |
| 5 | INTU | Intuit Inc | +0.2% | +649.10% | Add |
| 6 | NFLX | Netflix Inc | +0.2% | +57.55% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +149.63% | Add |
| 8 | WMT | Walmart Inc | +0.2% | +10.00% | Add |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +92.68% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +21.24% | Add |
| 11 | CVX | Chevron CORP | +0.1% | -1.95% | Trim |
| 12 | RTX | Rtx CORP | +0.1% | +4.80% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | -0.43% | Trim |
| 14 | ETN | Eaton Corporation plc | +0.1% | +7.57% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +53.76% | Add |
| 16 | IBTP | Ishares Ibonds Dec 2034 ETF | +0.1% | +12.36% | Add |
| 17 | GLW | Corning Inc | +0.1% | -1.17% | Trim |
| 18 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +10.89% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.47% | Add |
| 20 | KLAC | Kla CORP | +0.1% | -6.34% | Trim |
| 21 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +9.02% | Add |
| 22 | IQLT | Ishares Msci International Q | +0.1% | +3.02% | Add |
| 23 | XLB | Ss Materials Select Sector | +0.1% | +25.40% | Add |
| 24 | ICE | Intercontinental Exchange In | +0.1% | +108.31% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | +13.23% | Add |
| 26 | IBGA | Ishares Ibonds Dec 2044 ETF | +0.1% | +11.91% | Add |
| 27 | TMUS | T-mobile US Inc | +0.1% | +65.05% | Add |
| 28 | IBTO | Ishares Ibonds Dec 2033 Tres | +0.1% | +10.37% | Add |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | +24.90% | Add |
| 30 | BSCW | Invesco Bulletshares 2032 Cb | +0.1% | +8.21% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +159.47% | Add |
| 32 | FEZ | State Street Spdr Euro Stoxx | +0.1% | +34.28% | Add |
| 33 | ASML | ASML Holding N.V. | +0.1% | +1.56% | Add |
| 34 | ISRG | Intuitive Surgical Inc | +0.1% | +48.74% | Add |
| 35 | IEMG | Ishares Core Msci Emerging | +0.1% | +35.30% | Add |
| 36 | PEP | Pepsico Inc | +0.1% | +5.43% | Add |
| 37 | LHX | L3harris Technologies Inc | +0.1% | +16.33% | Add |
| 38 | LNG | Cheniere Energy Inc | +0.1% | -1.85% | Trim |
| 39 | EQT | Eqt CORP | +0.1% | +71.87% | Add |
| 40 | COP | Conocophillips | +0.1% | -7.32% | Trim |
| 41 | PLD | Prologis Inc | +0.1% | +81.52% | Add |
| 42 | VRT | Vertiv Holdings Co-a | +0.1% | -0.79% | Trim |
| 43 | PWR | Quanta Services Inc | +0.1% | +2.35% | Add |
| 44 | WM | Waste Management Inc | +0.1% | +15.26% | Add |
| 45 | LMT | Lockheed Martin CORP | +0.1% | -9.28% | Trim |
| 46 | MCD | Mcdonald's CORP | +0.1% | +5.75% | Add |
| 47 | VLO | Valero Energy CORP | 0% | -9.83% | Trim |
| 48 | TTWO | Take-two Interactive Softwre | 0% | +100.72% | Add |
| 49 | DLR | Digital Realty Trust Inc | 0% | +86.24% | Add |
| 50 | PSX | Phillips 66 | 0% | -2.76% | Trim |
According to official SEC Form 13F filings, Atlantic Union Bankshares Corp reported a total U.S. public equity portfolio value of $6.0B across 1748 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 15.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $5.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $9.0M
During Q1 2026, Atlantic Union Bankshares Corp's top holdings by market value included NVDA (4.2%)、AAPL (4.1%)、MSFT (3.3%). The largest single position, NVDA, represented 4.2% of total portfolio value.
In Q1 2026, Atlantic Union Bankshares Corp made 197 total portfolio adjustments, initiating 3 new buys, adding to 90 positions, trimming 102 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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