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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 4.16% | $216.335M 1.24M shares@ $174.4 avg price | Decreased -0.65% |
AAPL Apple Inc
| 4.14% | $215.509M 849,162 shares@ $253.79 avg price | Decreased -1.66% |
MSFT Microsoft Corp
| 3.35% | $174.104M 470,335 shares@ $370.17 avg price | Increased 3.22% |
IVV Ishares Core S&p 500 Etf
| 3.21% | $166.775M 255,315 shares@ $653.22 avg price | Increased 0.52% |
IJH Ishares Core S&p Midcap Etf
| 3.04% | $158.172M 2.342M shares@ $67.54 avg price | Decreased -4.32% |
IWY Ishares Russell Top 200 Grow
| 2.39% | $124.299M 499,514 shares@ $248.85 avg price | Decreased -1.08% |
IJR Ishares Core S&p Small-cap E
| 2.05% | $106.477M 856,543 shares@ $124.32 avg price | Decreased -3.43% |
GOOG Alphabet Inc-cl C
| 1.91% | $99.42M 346,581 shares@ $286.87 avg price | Decreased -1.18% |
AMZN Amazon.com Inc
| 1.86% | $96.441M 463,056 shares@ $208.28 avg price | Increased 3.29% |
JPM Jpmorgan Chase & Co
| 1.66% | $85.974M 292,269 shares@ $294.17 avg price | Decreased -1.83% |
1-10 of 1748