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Alexander Dodd

Atlantic Union Bankshares Corp

Assets Managed
$5.206B
Holdings
1748
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-2.37%(2Q avg: -0.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlantic Union Bankshares Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1748 positions.

Assets under management

The assets under management (AUM) of Atlantic Union Bankshares Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.206B in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of -0.98%. The portfolio is managed by Alexander Dodd, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.65%
4.16%
$216.335M
1.24M shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.66%
4.14%
$215.509M
849,162 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.22%
3.35%
$174.104M
470,335 shares@ $370.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.52%
3.21%
$166.775M
255,315 shares@ $653.22 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -4.32%
3.04%
$158.172M
2.342M shares@ $67.54 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -1.08%
2.39%
$124.299M
499,514 shares@ $248.85 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -3.43%
2.05%
$106.477M
856,543 shares@ $124.32 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.18%
1.91%
$99.42M
346,581 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.29%
1.86%
$96.441M
463,056 shares@ $208.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.83%
1.66%
$85.974M
292,269 shares@ $294.17 avg price

1-10 of 1748