Atlantic Union Bankshares Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | — | $3.02M | 0.57% | 84,500 NS | $529.26M | FIGI |
| Variable Portfolio - Partners Small Cap Value… Columbia Funds Variable Series Trust II | — | $3.01M | 0.75% | 84,095 NS | $399.63M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.85M | 0.00% | 79,880 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $2.85M | 0.18% | 79,697 NS | $1.59B | FIGI |
| AMG GW&K Small Cap Value Fund AMG Funds | — | $2.83M | 1.40% | 79,086 NS | $201.78M | FIGI |
| Timothy Plan Small Cap Value Fund Timothy Plan | — | $2.80M | 1.69% | 78,227 NS | $165.09M | FIGI |
| Columbia Variable Portfolio - Select Small Ca… Columbia Funds Variable Series Trust II | — | $2.60M | 2.31% | 72,626 NS | $112.15M | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $2.55M | 0.11% | 71,395 NS | $2.38B | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $2.55M | 0.18% | 71,290 NS | $1.43B | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $2.49M | 1.03% | 69,543 NS | $241.02M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $2.44M | 0.01% | 68,380 NS | $30.28B | FIGI |
| VictoryShares US Small Cap High Div Volatilit… Victory Portfolios II | CSB | $2.40M | 0.95% | 67,244 NS | $253.38M | FIGI |
| Small Cap Index Fund Northern Funds | — | $2.36M | 0.17% | 66,162 NS | $1.38B | FIGI |
| WesMark Small Company Fund WesMark Funds | — | $2.24M | 1.44% | 62,700 NS | $155.10M | FIGI |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $2.01M | 0.56% | 56,276 NS | $356.35M | FIGI |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | — | $1.90M | 0.17% | 53,050 NS | $1.15B | FIGI |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | — | $1.89M | 0.84% | 52,936 NS | $226.16M | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $1.77M | 0.33% | 49,653 NS | $538.24M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $1.77M | 0.09% | 49,606 NS | $1.90B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.77M | 0.07% | 49,479 NS | $2.63B | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.73M | 0.33% | 48,497 NS | $525.94M | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $1.68M | 0.08% | 47,000 NS | $2.23B | FIGI |
| Royce Smaller-Companies Growth Fund ROYCE FUND | — | $1.68M | 0.94% | 47,000 NS | $179.58M | FIGI |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | — | $1.64M | 1.13% | 45,884 NS | $144.58M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $1.61M | 0.17% | 44,968 NS | $956.61M | FIGI |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | — | $1.59M | 1.60% | 44,504 NS | $99.59M | FIGI |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | — | $1.58M | 0.09% | 44,200 NS | $1.82B | FIGI |
| Small-Cap Value Fund Bridgeway Funds, Inc. | — | $1.50M | 0.49% | 42,000 NS | $307.35M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $1.50M | 0.01% | 41,976 NS | $17.05B | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $1.50M | 0.23% | 41,880 NS | $665.18M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $1.49M | 0.16% | 41,822 NS | $962.08M | FIGI |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | — | $1.44M | 1.26% | 40,313 NS | $114.56M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $1.41M | 0.33% | 39,569 NS | $423.00M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $1.33M | 0.17% | 37,337 NS | $768.54M | FIGI |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PO… Voya Partners Inc | — | $1.14M | 0.43% | 31,951 NS | $267.27M | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $1.08M | 0.12% | 30,227 NS | $916.61M | FIGI |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | — | $1.07M | 0.59% | 30,000 NS | $181.19M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $1.01M | 0.17% | 28,290 NS | $584.32M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $948.9K | 0.12% | 26,549 NS | $823.49M | FIGI |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | EZM | $942.5K | 0.11% | 26,371 NS | $829.25M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $914.8K | 0.17% | 25,597 NS | $550.95M | FIGI |
| Touchstone Variable Series Trust-Touchstone S… Touchstone Variable Series Trust | — | $863.5K | 1.50% | 24,161 NS | $57.72M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $851.1K | 0.11% | 23,815 NS | $741.60M | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $837.2K | 0.06% | 23,425 NS | $1.35B | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $763.6K | 0.17% | 21,365 NS | $436.75M | FIGI |
| MML VIP American Century Small Company Value … MML SERIES INVESTMENT FUND | — | $737.5K | 1.39% | 20,635 NS | $53.10M | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $732.7K | 0.44% | 20,502 NS | $168.08M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $713.3K | 0.17% | 19,959 NS | $419.22M | FIGI |
| Timothy Plan US Small Cap Core ETF Timothy Plan | TPSC | $706.2K | 0.23% | 19,760 NS | $301.39M | FIGI |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | — | $688.6K | 1.40% | 19,268 NS | $49.17M | FIGI |