Atlantic Union Bankshares Corp

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Glen Allen, VA
CIK
0000883948
Alternate names
Union Bankshares Corp
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 276 1,186,895 IWR, IWY, ERIE, AAPL 13F-HR 4/16/2024 000110465924047535
Q4 2023 277 1,079,010 IWR, IWY, ERIE, AAPL 13F-HR 1/19/2024 000110465924005024
Q3 2023 272 975,821 IWR, IWY, ERIE, AAPL 13F-HR 10/20/2023 000110465923110318
Q2 2023 274 1,002,967 IWR, IWY, AAPL, JEPI 13F-HR 7/11/2023 000110465923079965
Q1 2023 275 961,170 IWR, IWY, AAPL, JEPI 13F-HR 5/8/2023 000110465923057024
Q4 2022 250 934,474 IWR, IWY, ERIE, JEPI 13F-HR 2/9/2023 000110465923014982
Q3 2022 246 871,071 IWR, IWY, AAPL, ERIE 13F-HR 10/25/2022 000110465922111210
Q2 2022 256 978,091 IWR, IWY, AAPL, MSFT 13F-HR 7/21/2022 000110465922081414
Q1 2022 256 1,142,328 IWY, IWR, AAPL, MSFT 13F-HR 4/26/2022 000110465922050061
Q4 2021 260 1,179,506 IWY, IWR, AAPL, MSFT 13F-HR 1/19/2022 000110465922005482
Q3 2021 264 1,062,412 IWY, IWR, AAPL, MSFT 13F-HR 10/26/2021 000110465921129810
Q2 2021 267 1,035,257 IWY, IWR, AAPL, MSFT 13F-HR 7/26/2021 000110465921095687
Q1 2021 257 979,318 IWY, IWR, AAPL, MSFT 13F-HR 5/4/2021 000110465921060857
Q4 2020 301 963,015 IWY, IWR, AAPL, ERIE 13F-HR 2/1/2021 000110465921010087
Q3 2020 286 859,005 IWY, AAPL, IWR, ERIE 13F-HR 10/16/2020 000110465920115491
Q2 2020 273 802,714 IWY, AAPL, IWR, ERIE 13F-HR 7/15/2020 000110465920083592
Q1 2020 260 685,527 IWY, BIL, IJH, AAPL 13F-HR 4/10/2020 000110465920045365
Q4 2019 324 780,058 IWY, IJH, AAPL, ERIE 13F-HR 1/14/2020 000110465920003651
Q3 2019 327 747,240 IWY, IJH, ERIE, AAPL 13F-HR 10/17/2019 000110465919054589
Q2 2019 344 744,493 ISHARES TR, ERIE, AAPL, MSFT 13F-HR 7/23/2019 000114420419035493
Q1 2019 133 361,163 ERIE, IWY, IJH, USRT 13F-HR 4/10/2019 000114420419018985
Q4 2018 126 306,754 ERIE, HEARTSONG INVESTING LIMITED, TLT, IWY 13F-HR 1/14/2019 000114420419001511
Q3 2018 134 331,522 ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED 13F-HR 10/11/2018 000114420418053312
Q2 2018 127 307,495 ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED 13F-HR 7/12/2018 000114420418038053
Q1 2018 133 323,320 ERIE, AAPL, HEARTSONG INVESTING LIMITED, XOM 13F-HR 4/11/2018 000114420418020067
Q4 2017 135 323,132 ERIE, AAPL, XOM, HEARTSONG INVESTING LIMITED 13F-HR 1/10/2018 000114420418001665
Q3 2017 145 297,144 XOM, HEARTSONG INVESTING LIMITED, CVX, AAPL 13F-HR 10/13/2017 000114420417052349
Q2 2017 139 289,055 HEARTSONG INVESTING LIMITED, XOM, JNJ, AAPL 13F-HR 7/12/2017 000114420417036496
Q1 2017 133 280,243 HEARTSONG INVESTING LIMITED, XOM, AAPL, CVX 13F-HR 4/10/2017 000114420417019871
Q4 2016 136 268,911 XOM, HEARTSONG INVESTING LIMITED, CVX, AUB 13F-HR 1/10/2017 000114420417001490
Q3 2016 137 262,280 XOM, FAMILY INVESTMENTS #1 LIM, CVX, T 13F-HR 10/14/2016 000114420416128106
Q2 2016 139 259,691 XOM, FAMILY INVESTMENTS #1 LIMITE, T, CVX 13F-HR 7/14/2016 000114420416112940
Q1 2016 136 240,853 XOM, FAMILY INVESTMENTS #1 LIMITE, T, CVX 13F-HR 4/8/2016 000114420416093418
Q4 2015 138 227,856 FAMILY INVESTMENTS #1 LIMITE, XOM, JNJ, T 13F-HR 1/11/2016 000114420416075016
Q3 2015 139 215,409 FAMILY INVESTMENTS #1 LIMITE, XOM, AEA, LLC, AUB 13F-HR 10/28/2015 000114420415061105
Q2 2015 124 211,530 FAMILY INVESTMENTS #1 LIMITE, XOM, AEA, LLC, T 13F-HR 7/29/2015 000114420415044725
Q1 2015 129 217,216 FAMILY INVESTMENTS #1 LIMITE, XOM, AMJ, AEA, LLC 13F-HR 4/24/2015 000114420415024815
Q4 2014 127 224,700 XOM, FAMILY INVESTMENTS #1 LIMITE, AMJ, AUB 13F-HR 1/9/2015 000114420415001490
Q3 2014 134 213,402 FAMILY INVESTMENTS #1 LIMITE, XOM, AMJ, AUB 13F-HR 10/24/2014 000114420414062723
Q2 2014 127 214,507 FAMILY INVESTMENTS #1 LIMITE, AMJ, XOM, AUB 13F-HR 8/5/2014 000114420414046929
Q1 2014 267 217,910 FAMILY INVESTMENTS #1 LIMITE, AMJ, XOM, STELLARONE CORP RESTATEMENT 8/5/2014 000114420414046927
Additional filings from Atlantic Union Bankshares Corp that have since been restated