Notify me when Atlantic Union Bankshares Corp files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,687 | $5,332,424,805 | +$169,818,870 | -$187,722,509 | -$17,903,639 | AAPL, NVDA, MSFT, IVV, IJH | 13F-HR | 04 Feb 2026, 15:51 |
| Q3 2025 | 1,647 | $5,310,550,940 | +$676,716,818 | -$52,280,154 | +$624,436,664 | MSFT, NVDA, AAPL, IVV, IJH | 13F-HR | 04 Nov 2025, 14:04 |
| Q2 2025 | 1,226 | $4,379,990,305 | +$2,703,029,264 | -$87,469,694 | +$2,615,559,570 | NVDA, AAPL, MSFT, IVV, IJH | 13F-HR | 06 Aug 2025, 06:06 |
| Q1 2025 | 303 | $1,652,957,046 | +$69,133,775 | -$86,513,411 | -$17,379,636 | IWY, AAPL, IWR, MSFT, ERIE | 13F-HR | 05 May 2025, 15:24 |
| Q4 2024 | 312 | $1,718,289,725 | +$75,767,709 | -$60,943,896 | +$14,823,813 | IWY, AAPL, IWR, MSFT, NVDA | 13F-HR | 07 Feb 2025, 09:48 |
| Q3 2024 | 320 | $1,721,218,211 | +$151,088,262 | -$121,435,398 | +$29,652,864 | IWY, AAPL, IWR, ERIE, MSFT | 13F-HR | 14 Nov 2024, 14:01 |
| Q2 2024 | 310 | $1,604,002,363 | +$448,741,481 | -$22,470,990 | +$426,270,491 | IWR, IWY, AAPL, MSFT, ERIE | 13F-HR | 24 Jul 2024, 12:12 |
| Q1 2024 | 276 | $1,186,895,491 | +$64,660,516 | -$39,441,185 | +$25,219,331 | IWR, IWY, ERIE, AAPL, JEPI | 13F-HR | 16 Apr 2024, 08:40 |
| Q4 2023 | 277 | $1,079,010,189 | +$66,190,364 | -$62,360,316 | +$3,830,048 | IWR, IWY, ERIE, AAPL, JEPI | 13F-HR | 19 Jan 2024, 08:10 |
| Q3 2023 | 272 | $975,821,822 | +$31,471,979 | -$33,151,957 | -$1,679,978 | IWR, IWY, ERIE, AAPL, JEPI | 13F-HR | 20 Oct 2023, 08:20 |
| Q2 2023 | 274 | $1,002,967,884 | +$91,564,623 | -$94,682,911 | -$3,118,288 | IWR, IWY, AAPL, JEPI, MSFT | 13F-HR | 11 Jul 2023, 15:53 |
| Q1 2023 | 275 | $961,170,101 | +$70,428,227 | -$75,555,373 | -$5,127,146 | IWR, IWY, AAPL, JEPI, ERIE | 13F-HR | 08 May 2023, 12:02 |
| Q4 2022 | 250 | $934,474,660 | +$54,208,156 | -$69,836,095 | -$15,627,939 | IWR, IWY, ERIE, JEPI, AAPL | 13F-HR | 09 Feb 2023, 09:23 |
| Q3 2022 | 247 | $871,069,000 | +$33,755,268 | -$71,490,437 | -$37,735,169 | IWR, IWY, AAPL, ERIE, MSFT | 13F-HR | 25 Oct 2022, 16:57 |
| Q2 2022 | 257 | $978,089,000 | +$57,891,905 | -$55,462,073 | +$2,429,832 | IWR, IWY, AAPL, MSFT, ERIE | 13F-HR | 21 Jul 2022, 08:15 |
| Q1 2022 | 256 | $1,142,328,000 | +$46,040,585 | -$24,301,639 | +$21,738,946 | IWY, IWR, AAPL, MSFT, ERIE | 13F-HR | 26 Apr 2022, 08:53 |
| Q4 2021 | 261 | $1,179,505,000 | +$35,870,903 | -$34,313,688 | +$1,557,215 | IWY, IWR, AAPL, MSFT, ERIE | 13F-HR | 19 Jan 2022, 16:50 |
| Q3 2021 | 266 | $1,062,410,000 | +$59,145,545 | -$25,911,154 | +$33,234,391 | IWY, IWR, AAPL, MSFT, ERIE | 13F-HR | 26 Oct 2021, 10:08 |
| Q2 2021 | 268 | $1,035,256,000 | +$39,302,256 | -$38,755,486 | +$546,770 | IWY, IWR, AAPL, MSFT, GLD | 13F-HR | 26 Jul 2021, 11:10 |
| Q1 2021 | 258 | $979,317,000 | +$57,314,375 | -$86,130,500 | -$28,816,125 | IWY, IWR, AAPL, MSFT, JPM | 13F-HR | 04 May 2021, 14:41 |
| Q4 2020 | 273 | $963,014,000 | +$75,301,902 | -$47,828,350 | +$27,473,552 | IWY, IWR, AAPL, ERIE, MSFT | 13F-HR | 01 Feb 2021, 14:16 |
| Q3 2020 | 257 | $859,003,000 | +$70,771,739 | -$41,848,569 | +$28,923,170 | IWY, AAPL, IWR, ERIE, MSFT | 13F-HR | 16 Oct 2020, 08:16 |
| Q2 2020 | 256 | $802,713,000 | +$106,512,531 | -$93,605,838 | +$12,906,693 | IWY, AAPL, IWR, ERIE, MSFT | 13F-HR | 15 Jul 2020, 07:15 |
| Q1 2020 | 242 | $685,526,000 | +$102,690,028 | -$43,166,107 | +$59,523,921 | IWY, BIL, IJH, AAPL, ERIE | 13F-HR | 10 Apr 2020, 07:43 |
| Q4 2019 | 243 | $780,058,000 | +$23,854,936 | -$34,283,845 | -$10,428,909 | IWY, IJH, AAPL, ERIE, MSFT | 13F-HR | 14 Jan 2020, 09:11 |
| Q3 2019 | 247 | $747,240,000 | +$114,332,291 | -$110,043,871 | +$4,288,420 | IWY, IJH, ERIE, AAPL, USRT | 13F-HR | 17 Oct 2019, 13:18 |
| Q2 2019 | 260 | $744,493,000 | +$441,060,022 | -$75,390,980 | +$365,669,042 | ERIE, ISHARES TR, ISHARES TR, AAPL, ISHARES TR | 13F-HR | 23 Jul 2019, 11:15 |
| Q1 2019 | 130 | $361,163,000 | +$44,495,200 | -$26,378,172 | +$18,117,028 | ERIE, IWY, IJH, USRT, AAPL | 13F-HR | 10 Apr 2019, 08:43 |
| Q4 2018 | 126 | $306,752,000 | +$24,021,380 | -$16,732,036 | +$7,289,344 | ERIE, HEARTSONG INVESTING LIMITED, TLT, IWY, D | 13F-HR | 14 Jan 2019, 09:53 |
| Q3 2018 | 132 | $331,522,000 | +$15,758,974 | -$14,261,192 | +$1,497,782 | ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED, CVX | 13F-HR | 11 Oct 2018, 07:24 |
| Q2 2018 | 126 | $307,495,000 | +$11,918,912 | -$28,227,482 | -$16,308,570 | ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED, CVX | 13F-HR | 12 Jul 2018, 07:14 |
| Q1 2018 | 133 | $323,320,000 | +$24,008,908 | -$13,943,445 | +$10,065,463 | ERIE, AAPL, HEARTSONG INVESTING LIMITED, XOM, CVX | 13F-HR | 11 Apr 2018, 12:04 |
| Q4 2017 | 135 | $322,500,000 | +$31,452,037 | -$23,342,127 | +$8,109,910 | ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED, CVX | 13F-HR | 10 Jan 2018, 14:26 |
| Q3 2017 | 141 | $297,144,000 | +$10,367,294 | -$10,285,947 | +$81,347 | XOM, HEARTSONG INVESTING LIMITED, CVX, AAPL, JNJ | 13F-HR | 13 Oct 2017, 09:32 |
| Q2 2017 | 139 | $289,055,000 | +$15,364,216 | -$10,008,290 | +$5,355,926 | HEARTSONG INVESTING LIMITED, XOM, JNJ, AAPL, CVX | 13F-HR | 12 Jul 2017, 09:37 |
| Q1 2017 | 133 | $280,243,000 | +$12,945,243 | -$9,888,928 | +$3,056,315 | HEARTSONG INVESTING LIMITED, XOM, AAPL, CVX, T | 13F-HR | 10 Apr 2017, 16:08 |
| Q4 2016 | 134 | $268,911,000 | +$17,352,800 | -$17,326,841 | +$25,959 | XOM, HEARTSONG INVESTING LIMITED, CVX, UBSH, T | 13F-HR | 10 Jan 2017, 09:35 |
| Q3 2016 | 135 | $262,280,000 | +$6,912,623 | -$6,441,834 | +$470,789 | XOM, FAMILY INVESTMENTS #1 LIM, CVX, T, JNJ | 13F-HR | 14 Oct 2016, 11:01 |
| Q2 2016 | 139 | $259,691,000 | +$16,173,763 | -$3,499,721 | +$12,674,042 | XOM, FAMILY INVESTMENTS #1 LIMITE, T, CVX, JNJ | 13F-HR | 14 Jul 2016, 14:05 |
| Q1 2016 | 133 | $240,853,000 | +$11,830,995 | -$6,890,985 | +$4,940,010 | XOM, FAMILY INVESTMENTS #1 LIMITE, T, CVX, JNJ | 13F-HR | 08 Apr 2016, 14:10 |
| Q4 2015 | 134 | $227,856,000 | +$18,789,683 | -$16,800,880 | +$1,988,803 | FAMILY INVESTMENTS #1 LIMITE, XOM, JNJ, T, UBSH | 13F-HR | 11 Jan 2016, 10:55 |
| Q3 2015 | 135 | $215,409,000 | +$22,555,677 | -$6,795,138 | +$15,760,539 | FAMILY INVESTMENTS #1 LIMITE, XOM, UBSH, THE WILTON COMPANIES, LLC CL, JNJ | 13F-HR | 28 Oct 2015, 08:54 |
| Q2 2015 | 121 | $211,530,000 | +$6,951,639 | -$8,479,056 | -$1,527,417 | FAMILY INVESTMENTS #1 LIMITE, XOM, T, THE WILTON COMPANIES, LLC CL, UBSH | 13F-HR | 29 Jul 2015, 10:34 |
| Q1 2015 | 125 | $217,216,000 | +$7,314,945 | -$11,441,105 | -$4,126,160 | FAMILY INVESTMENTS #1 LIMITE, XOM, AMJ, THE WILTON COMPANIES, LLC CL, VZ | 13F-HR | 24 Apr 2015, 11:45 |
| Q4 2014 | 124 | $224,700,000 | +$14,680,817 | -$11,448,189 | +$3,232,628 | XOM, FAMILY INVESTMENTS #1 LIMITE, AMJ, UBSH, THE WILTON COMPANIES, LLC CL | 13F-HR | 09 Jan 2015, 09:23 |
| Q3 2014 | 131 | $213,402,000 | +$7,874,471 | -$6,733,487 | +$1,140,984 | FAMILY INVESTMENTS #1 LIMITE, XOM, AMJ, UBSH, THE WILTON COMPANIES, LLC CL | 13F-HR | 24 Oct 2014, 12:11 |
| Q2 2014 | 124 | $214,507,000 | +$31,615,557 | -$44,606,988 | -$12,991,431 | FAMILY INVESTMENTS #1 LIMITE, AMJ, XOM, UBSH, THE WILTON COMPANIES, LLC | 13F-HR | 05 Aug 2014, 09:14 |
| Q1 2014 | 254 | $208,698,000 | $0 | $0 | $0 | FAMILY INVESTMENTS #1 LIMITE, AMJ, XOM, STEL, JNJ | Restatement | 05 Aug 2014, 09:12 |