Union Bankshares Corp
Sector Allocation
- Other33.9%$2.0B
- Technology26.0%$1.6B
- Financials15.5%$927.7M
- Healthcare5.7%$338.6M
- Consumer Discretionary5.6%$332.9M
- Industrials5.1%$304.0M
- Consumer Staples2.8%$165.3M
- Energy2.0%$118.4M
- Materials1.0%$61.1M
- Utilities0.9%$56.0M
AUM History
13fpro.ai/research/fund/union-bankshares-corp-883948
Conviction and streaks
Stable · top 10 = 28.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$255.1MNVDA
$248.6M- ISHARES$199.8M
- ISHARES$180.4M
MSFT
$177.7M- ISHARES$163.0M
GOOG
$121.5M- ISHARES$114.3M
AMZN
$111.9M- ISHARES$105.9M
JPM
$95.5MGOOGL
$91.8MPANW
$81.0M- J$79.4M
AVGO
$79.0MSPY
$77.2MBRK.B
$70.5M- ISHARES$66.7M
MDY
$58.7MLLY
$54.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/union-bankshares-corp-883948
Union Bankshares Corp 13F holdings — Q2 2026
$6.0B portfolio (+15.0% QoQ) · 1,699 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio
$255.1M
4.3% of stocks
+4%This quarter+12.8%Since filed7+ qtrsHeld$248.6M
4.2% of stocks
+0.1%This quarter-0.7%Since filed7+ qtrsHeld- 3
ISHARES TR - CORE S&P500 ETF
$199.8M
3.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P MCP ETF
$180.4M
3.0% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $177.7M
3.0% of stocks
+1%This quarter+5.7%Since filed7+ qtrsHeld- 6
ISHARES TR - RUS TP200 GR ETF
$163.0M
2.7% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $121.5M
2.0% of stocks
-0.8%This quarter-8.4%Since filed7+ qtrsHeld- 8
ISHARES TR - RUS MID CAP ETF
$114.3M
1.9% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— $111.9M
1.9% of stocks
+1%This quarter-8.5%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 10
ISHARES TR - CORE S&P SCP ETF
$105.9M
1.8% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $255.1M | 4.3% | +4% | +12.8% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $248.6M | 4.2% | +0.1% | -0.7% | 7+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - CORE S&P500 ETF | $199.8M | 3.3% | +5% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P MCP ETF | $180.4M | 3.0% | -0.1% | — | — | — | — | |
| 5 | $177.7M | 3.0% | +1% | +5.7% | 7+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - RUS TP200 GR ETF | $163.0M | 2.7% | +12% | — | — | — | — | |
| 7 | $121.5M | 2.0% | -0.8% | -8.4% | 7+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - RUS MID CAP ETF | $114.3M | 1.9% | +20% | — | — | — | — | |
| 9 | $111.9M | 1.9% | +1% | -8.5% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - CORE S&P SCP ETF | $105.9M | 1.8% | -17% | — | — | — | — |
All holdings — Union Bankshares Corp (Q2 2026)
1,699 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $95.5M | 1.6% | 292K | -0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $91.8M | 1.5% | 257K | -0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Palo Alto Networks Inc | Technology | $81.0M | 1.4% | 237K | +5% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $79.4M | 1.3% | 1.41M | +10% | — | — | 13F |
| 15 | Broadcom Inc. | Technology | $79.0M | 1.3% | 209K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $77.2M | 1.3% | 103K | -11% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $70.5M | 1.2% | 141K | -2% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $66.7M | 1.1% | 1.35M | +1% | — | — | 13F |
| 19 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $58.7M | 1.0% | 83K | -1% | 5 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $54.2M | 0.9% | 45K | +5% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Invesco Ltd. | Financials | $53.3M | 0.9% | 3.20M | +23% | 7+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 22 | Invesco Ltd. | Financials | $52.9M | 0.9% | 2.58M | +24% | 7+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 23 | Meta Platforms, Inc. | Technology | $52.8M | 0.9% | 94K | +4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | KLA CORP | Technology | $52.8M | 0.9% | 175K | +861% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Invesco Ltd. | Financials | $50.3M | 0.8% | 3.07M | +26% | 7+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 26 | $RTX | RTX Corp | Industrials | $47.0M | 0.8% | 248K | +2% | |||
| 27 | — | ISHARES TR - IBONDS DEC 2034 | — | $46.9M | 0.8% | 1.85M | +29% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $45.9M | 0.8% | 181K | +1% | |||
| 29 | $GS | GOLDMAN SACHS GROUP INC | Financials | $45.4M | 0.8% | 45K | +0.1% | |||
| 30 | — | ISHARES TR - IBONDS DEC 2033 | — | $43.8M | 0.7% | 1.81M | +24% | |||
| 31 | $V | VISA INC. | Financials | $43.6M | 0.7% | 127K | +4% | |||
| 32 | $AUB | Atlantic Union Bankshares Corp | Financials | $43.3M | 0.7% | 1.02M | +37% | |||
| 33 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $42.3M | 0.7% | 331K | +14% | |||
| 34 | — | ISHARES TR - CORE S&P US VLU | — | $41.3M | 0.7% | 375K | +2% | |||
| 35 | — | ISHARES TR - IBONDS DEC 2044 | — | $40.8M | 0.7% | 1.67M | +26% | |||
| 36 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $40.2M | 0.7% | 114K | +2% | |||
| 37 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $39.5M | 0.7% | 83K | +10% | |||
| 38 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $38.5M | 0.6% | 540K | -3% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $38.5M | 0.6% | 340K | +6% | |||
| 40 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $35.9M | 0.6% | 489K | +178% | |||
| 41 | — | ISHARES TR - CORE S&P US GWT | — | $35.3M | 0.6% | 188K | -5% | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $34.3M | 0.6% | 292K | -0.0% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $34.0M | 0.6% | 135K | +2% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $33.5M | 0.6% | 245K | -0.2% | |||
| 45 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $33.0M | 0.6% | 35K | -0.4% | |||
| 46 | $CAT | CATERPILLAR INC | Industrials | $32.3M | 0.5% | 30K | +7% | |||
| 47 | $ETN | Eaton Corp plc | Industrials | $31.8M | 0.5% | 75K | +1% | |||
| 48 | $MA | Mastercard Inc | Financials | $31.0M | 0.5% | 60K | -4% | |||
| 49 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $30.6M | 0.5% | 202K | +0.1% | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $30.0M | 0.5% | 266K | +2% | |||
| 51 | $QCOM | QUALCOMM INC/DE | Technology | $29.4M | 0.5% | 159K | +2% | |||
| 52 | $AXP | AMERICAN EXPRESS CO | Financials | $29.0M | 0.5% | 86K | +3% | |||
| 53 | $IVZ | Invesco Ltd. | Financials | $27.8M | 0.5% | 1.42M | +20% | |||
| 54 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $27.1M | 0.5% | 315K | +542% | |||
| 55 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $26.4M | 0.4% | 120K | -1% | |||
| 56 | $TSLA | Tesla, Inc. | Consumer Discretionary | $25.2M | 0.4% | 60K | +13% | |||
| 57 | $MCD | MCDONALDS CORP | Consumer Discretionary | $24.9M | 0.4% | 92K | +4% | |||
| 58 | $ORCL | ORACLE CORP | Technology | $24.8M | 0.4% | 169K | +4% | |||
| 59 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $22.9M | 0.4% | 46K | +1% | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $22.9M | 0.4% | 1.23M | +19% | |||
| 61 | $PM | Philip Morris International Inc. | Consumer Staples | $22.1M | 0.4% | 122K | +1% | |||
| 62 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $22.0M | 0.4% | 315K | +7% | |||
| 63 | $ASML | ASML HOLDING NV | Technology | $21.7M | 0.4% | 11K | +2% | |||
| 64 | — | ISHARES TR - S&P MC 400GR ETF | — | $21.6M | 0.4% | 183K | -6% | |||
| 65 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $20.5M | 0.3% | 115K | +2481% | |||
| 66 | $NEE | NEXTERA ENERGY INC | Utilities | $20.4M | 0.3% | 232K | -1% | |||
| 67 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $20.2M | 0.3% | 210K | New | |||
| 68 | $GLW | CORNING INC /NY | Materials | $19.9M | 0.3% | 78K | -1% | |||
| 69 | — | ISHARES TR - IBONDS DEC 2035 | — | $19.5M | 0.3% | 775K | New | |||
| 70 | $BLK | BlackRock, Inc. | Financials | $18.9M | 0.3% | 20K | +3% | |||
| 71 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $18.8M | 0.3% | 342K | +9% | |||
| 72 | $MRK | Merck & Co., Inc. | Healthcare | $18.7M | 0.3% | 145K | -4% | |||
| 73 | $CVX | CHEVRON CORP | Energy | $18.6M | 0.3% | 112K | -3% | |||
| 74 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $18.4M | 0.3% | 92K | +3% | |||
| 75 | — | ISHARES TR - U.S. TECH ETF | — | $18.4M | 0.3% | 73K | -0.3% | |||
| 76 | — | ISHARES TR - CORE MSCI EAFE | — | $17.9M | 0.3% | 185K | +18% | |||
| 77 | $NFLX | NETFLIX INC | Communication Services | $17.4M | 0.3% | 244K | +8% | |||
| 78 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $17.4M | 0.3% | 137K | -1% | |||
| 79 | $PEP | PEPSICO INC | Consumer Staples | $16.8M | 0.3% | 124K | +4% | |||
| 80 | $LMT | LOCKHEED MARTIN CORP | Industrials | $16.5M | 0.3% | 32K | -1% | |||
| 81 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $16.4M | 0.3% | 361K | +9% | |||
| 82 | $SCHW | SCHWAB CHARLES CORP | Financials | $15.9M | 0.3% | 172K | +4% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $15.6M | 0.3% | 765K | +32% | |||
| 84 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $15.5M | 0.3% | 39K | +11% | |||
| 85 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $15.3M | 0.3% | 189K | +3% | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $14.9M | 0.3% | 294K | +7% | |||
| 87 | $DHR | DANAHER CORP /DE/ | Healthcare | $14.6M | 0.2% | 76K | -0.5% | |||
| 88 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $14.4M | 0.2% | 46K | -1% | |||
| 89 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $14.3M | 0.2% | 174K | +21% | |||
| 90 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $14.1M | 0.2% | 279K | -2% | |||
| 91 | $ABT | ABBOTT LABORATORIES | Healthcare | $14.1M | 0.2% | 155K | -10% | |||
| 92 | $WM | WASTE MANAGEMENT INC | Utilities | $14.0M | 0.2% | 63K | +4% | |||
| 93 | $STT | STATE STREET CORP | Financials | $14.0M | 0.2% | 203K | -0.9% | |||
| 94 | $ANET | Arista Networks, Inc. | Technology | $13.7M | 0.2% | 81K | +2% | |||
| 95 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $13.7M | 0.2% | 166K | +32% | |||
| 96 | $PWR | QUANTA SERVICES, INC. | Industrials | $13.5M | 0.2% | 19K | +6% | |||
| 97 | $UNP | UNION PACIFIC CORP | Industrials | $13.4M | 0.2% | 49K | +4% | |||
| 98 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $13.3M | 0.2% | 36K | -4% | |||
| 99 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $13.2M | 0.2% | 17K | +5% | |||
| 100 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $13.1M | 0.2% | 69K | +0.4% | |||
| 101 | $BX | Blackstone Inc. | Financials | $12.9M | 0.2% | 109K | +3% | |||
| 102 | $DIS | Walt Disney Co | Communication Services | $12.8M | 0.2% | 133K | +8% | |||
| 103 | $AZN | ASTRAZENECA PLC | Healthcare | $12.8M | 0.2% | 67K | +166% | |||
| 104 | — | ISHARES INC - CORE MSCI EMKT | — | $12.7M | 0.2% | 153K | +14% | |||
| 105 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $12.6M | 0.2% | 17K | +9% | |||
| 106 | $SYK | STRYKER CORP | Healthcare | $12.6M | 0.2% | 40K | +22% | |||
| 107 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $12.4M | 0.2% | 84K | +0.4% | |||
| 108 | — | ISHARES TR - RUS 1000 ETF | — | $12.0M | 0.2% | 29K | -0.4% | |||
| 109 | $BA | BOEING CO | Industrials | $11.9M | 0.2% | 55K | -0.4% | |||
| 110 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $11.7M | 0.2% | 196K | -6% | |||
| 111 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $11.4M | 0.2% | 159K | -5% | |||
| 112 | $C | CITIGROUP INC | Financials | $11.3M | 0.2% | 81K | -11% | |||
| 113 | $PH | Parker-Hannifin Corp | Industrials | $11.3M | 0.2% | 12K | -0.6% | |||
| 114 | $SHBI | SHORE BANCSHARES INC | Financials | $11.2M | 0.2% | 487K | — | |||
| 115 | $WT | WisdomTree, Inc. | Financials | $10.8M | 0.2% | 192K | -21% | |||
| 116 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $10.8M | 0.2% | 26K | -1% | |||
| 117 | $VABK | Virginia National Bankshares Corp | Financials | $10.8M | 0.2% | 242K | — | |||
| 118 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $10.7M | 0.2% | 22K | +5% | |||
| 119 | $VRT | Vertiv Holdings Co | Technology | $10.6M | 0.2% | 32K | +10% | |||
| 120 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $10.6M | 0.2% | 336K | +5% | |||
| 121 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $10.2M | 0.2% | 258K | +10% | |||
| 122 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $10.1M | 0.2% | 7,339 | — | |||
| 123 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $9.9M | 0.2% | 109K | -8% | |||
| 124 | — | ISHARES TR - MSCI EAFE ETF | — | $9.9M | 0.2% | 95K | +2% | |||
| 125 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $9.7M | 0.2% | 43K | -5% | |||
| 126 | — | ISHARES TR - IBONDS DEC 2031 | — | $9.7M | 0.2% | 464K | +9% | |||
| 127 | — | ISHARES TR - IBONDS DEC 2032 | — | $9.6M | 0.2% | 381K | +9% | |||
| 128 | $DE | DEERE & CO | Industrials | $9.4M | 0.2% | 15K | -6% | |||
| 129 | $SPGI | S&P Global Inc. | Financials | $9.4M | 0.2% | 23K | -0.9% | |||
| 130 | $TFC | TRUIST FINANCIAL CORP | Financials | $9.4M | 0.2% | 188K | -3% | |||
| 131 | $TT | Trane Technologies plc | Technology | $9.4M | 0.2% | 19K | +2% | |||
| 132 | — | ISHARES TR - IBONDS DEC 2030 | — | $9.3M | 0.1% | 425K | +6% | |||
| 133 | $GLD | SPDR GOLD TRUST | Financials | $9.3M | 0.1% | 25K | -2% | |||
| 134 | $TXN | TEXAS INSTRUMENTS INC | Technology | $9.2M | 0.1% | 31K | -0.9% | |||
| 135 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $9.0M | 0.1% | 36K | +14% | |||
| 136 | $VLO | VALERO ENERGY CORP/TX | Energy | $9.0M | 0.1% | 35K | +0.7% | |||
| 137 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $9.0M | 0.1% | 213K | -5% | |||
| 138 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $9.0M | 0.1% | 31K | +5% | |||
| 139 | $ADBE | ADOBE INC. | Technology | $8.8M | 0.1% | 43K | -11% | |||
| 140 | $KO | COCA COLA CO | Consumer Staples | $8.8M | 0.1% | 108K | -0.5% | |||
| 141 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $8.7M | 0.1% | 29K | +15% | |||
| 142 | $LH | LABCORP HOLDINGS INC. | Healthcare | $8.5M | 0.1% | 30K | +3% | |||
| 143 | $COP | CONOCOPHILLIPS | Energy | $8.5M | 0.1% | 82K | -2% | |||
| 144 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $8.4M | 0.1% | 147K | -9% | |||
| 145 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $8.1M | 0.1% | 16K | -0.9% | |||
| 146 | $INTU | INTUIT INC. | Technology | $8.0M | 0.1% | 31K | +22% | |||
| 147 | $WELL | WELLTOWER INC. | Real Estate | $8.0M | 0.1% | 35K | +8% | |||
| 148 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $8.0M | 0.1% | 188K | -7% | |||
| 149 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $7.8M | 0.1% | 11K | +5% | |||
| 150 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $7.8M | 0.1% | 136K | -16% |
What changed in Q2 2026
Against the previous quarter's 13F: 113 new, 420 added to, 489 trimmed, 170 sold out. Share-count changes; largest moves by dollar size first.
New positions (113)
- ISHARES TR - IBONDS DEC 2035$19.5M
first bought this quarter
$HONAHoneywell Aerospace Inc.$7.6M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$521K
first bought this quarter
- SPDR SERIES TRUST - ST STR PR SP1500$459K
first bought this quarter
- SPDR INDEX SHS FDS - ST STR MSCI GLB$426K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$415Kfirst bought this quarter
+107 more in the Excel export
Added to (420)
$KLACKLA CORP+861%
now $52.8M · held 7+ qtrs
- AMERICAN CENTY ETF TR - AVAN US SMAL ETF+178%
now $35.9M
- VANGUARD INDEX FDS - GROWTH ETF+542%
now $27.1M
$BKNGBooking Holdings Inc.+2481%
now $20.5M · held 7+ qtrs
- ISHARES TR - RUS MID CAP ETF+20%
now $114.3M
- ISHARES TR - RUS TP200 GR ETF+12%
now $163.0M
+414 more in the Excel export
Trimmed (489)
- ISHARES TR - CORE S&P SCP ETF-17%
now $105.9M
now $77.2M · held 7+ qtrs, 4 trims in a row
- ISHARES TR - MSCI ACWI EX US-56%
now $7.0M
$HONHONEYWELL INTERNATIONAL INC-49%
now $7.7M · held 7+ qtrs
$WTWisdomTree, Inc.-21%
now $10.8M · held 5 qtrs, 4 trims in a row
- ISHARES TR - IBONDS DEC2026-49%
now $2.7M
+483 more in the Excel export
Holdings by quarter
Every 13F Union Bankshares Corp has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Union Bankshares?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Union Bankshares's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Union Bankshares Corp disclosed 1,699 positions worth $6.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.3% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 113 new positions and exited 170. The portfolio is most concentrated in Other (33.9% of disclosed assets). All figures are sourced directly from Union Bankshares Corp’s Form 13F-HR filing with the SEC under CIK 883948.
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AI-Powered Hedge Fund Analysis: Union Bankshares Corp
13F Pro is an AI hedge fund tracker and stock research platform. For Union Bankshares Corp (SEC CIK: 883948), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Union Bankshares Corp's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.