Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Union Bankshares NASDAQ: UBSH has filed 13-F forms with the SEC as an investor. Union Bankshares is itself a publicly traded company. For more information on Union Bankshares stock, visit the Union Bankshares stock profile here.

Investment Activity

Union Bankshares has $5.21 billion in total holdings as of March 31, 2026.
Union Bankshares owns shares of 2,149 different stocks, but just 164 companies or ETFs make up 80% of its holdings.
Approximately 50.67% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Union Bankshares has purchased 2,083 new stocks and bought additional shares in 700 stocks.
Union Bankshares sold shares of 483 stocks and completely divested from 110 stocks this quarter.

Largest Holdings

NVIDIA: $192,593,320
Apple: $174,858,942
Microsoft: $174,103,827
iShares Core S&P Mid-Cap ETF: $151,676,214
iShares Core S&P 500 ETF: $142,937,841

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $4,984,342 Holding
84858T665 - SPINNAKER ETF SERIES: $2,575,458 Holding
69344A834 - PGIM ETF TR: $995,963 Holding
808524615 - SCHWAB STRATEGIC TR: $549,611 Holding
35473P496 - Franklin Ultra Short Bond ETF: $200,000 Holding

Largest Purchases this Quarter

NVIDIA: 967,408 shares (about $168.72M)
iShares Core S&P Mid-Cap ETF: 2,147,499 shares (about $145.02M)
Apple: 527,985 shares (about $134.00M)
iShares Russell Top 200 Growth ETF: 497,054 shares (about $123.69M)
iShares Core S&P 500 ETF: 177,019 shares (about $115.63M)

Largest Sales this Quarter

Best Buy: 36 shares (about $∞T)
Parker-Hannifin: 11,911 shares (about $10.66M)
Intuitive Surgical: 19,054 shares (about $8.78M)
Salesforce: 40,888 shares (about $7.63M)
Marathon Petroleum: 30,962 shares (about $7.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$192,593,320	$168,715,878 â–²	706.6%	1,104,320	3.7%	Computer and Technology
AAPL Apple	$174,858,942	$133,997,249 â–²	327.9%	688,991	3.4%	Computer and Technology
MSFT Microsoft	$174,103,827	$5,421,137 â–²	3.2%	470,335	3.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$151,676,214	$145,020,657 â–²	2,178.9%	2,246,056	2.9%	ETF
IVV iShares Core S&P 500 ETF	$142,937,841	$115,630,961 â–²	423.4%	218,823	2.7%	ETF
IWY iShares Russell Top 200 Growth ETF	$123,992,991	$123,686,918 â–²	40,410.9%	498,284	2.4%	ETF
AMZN Amazon.com	$96,440,796	$3,071,570 â–²	3.3%	463,056	1.9%	Retail/Wholesale
GOOG Alphabet	$93,159,290	$86,668,217 â–²	1,335.2%	324,755	1.8%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$91,367,037	$76,126,249 â–²	499.5%	734,993	1.8%	ETF
IWR iShares Russell Mid-Cap ETF	$83,927,090	$83,595,244 â–²	25,191.0%	863,181	1.6%	ETF
SPY SPDR S&P 500 ETF Trust	$73,617,138	$71,995,841 â–²	4,440.6%	113,198	1.4%	Finance
JEPI JPMorgan Equity Premium Income ETF	$72,549,906	$14,889,783 â–²	25.8%	1,279,991	1.4%	ETF
BRK.B Berkshire Hathaway	$67,734,007	$66,819,214 â–²	7,304.3%	141,348	1.3%	Finance
JPM JPMorgan Chase & Co.	$66,058,476	$46,125,858 â–²	231.4%	224,566	1.3%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$61,570,038	$1,805,143 â–²	3.0%	1,331,820	1.2%	ETF
AVGO Broadcom	$59,756,391	$59,565,114 â–²	31,140.8%	193,068	1.1%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$50,475,286	$48,918,576 â–²	3,142.4%	81,839	1.0%	ETF
GOOGL Alphabet	$44,267,377	$14,282,471 â–²	47.6%	153,942	0.9%	Computer and Technology
JNJ Johnson & Johnson	$43,561,816	$2,164,512 â–²	5.2%	178,211	0.8%	Medical
META Meta Platforms	$43,350,074	$35,138,797 â–²	427.9%	75,769	0.8%	Computer and Technology
AAPL Apple	$40,649,798	$211,915 â–¼	-0.5%	160,171	0.8%	Computer and Technology
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$39,313,442	$36,182,724 â–²	1,155.7%	2,351,409	0.8%	Manufacturing
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$38,359,869	$35,260,196 â–²	1,137.5%	1,863,224	0.7%	ETF
GS The Goldman Sachs Group	$37,984,379	$2,008,395 â–¼	-5.0%	44,899	0.7%	Finance
PANW Palo Alto Networks	$36,154,285	$7,208,476 â–²	24.9%	225,513	0.7%	Computer and Technology
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$35,921,151	$32,732,602 â–²	1,026.6%	2,182,330	0.7%	ETF
IUSV iShares Core S&P U.S. Value ETF	$35,411,629	$35,068,785 â–²	10,228.8%	346,324	0.7%	Manufacturing
COST Costco Wholesale	$35,284,628	$20,948,971 â–²	146.1%	35,411	0.7%	Retail/Wholesale
RTX RTX	$34,736,078	$22,382,956 â–²	181.2%	180,073	0.7%	Aerospace
VEA Vanguard FTSE Developed Markets ETF	$34,171,493	$33,157,427 â–²	3,269.8%	533,263	0.7%	ETF
LLY Eli Lilly and Company	$32,580,897	$25,749,789 â–²	376.9%	35,423	0.6%	Medical
VONG Vanguard Russell 1000 Growth ETF	$31,962,192	$3,783,970 â–²	13.4%	291,387	0.6%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$30,239,470	$29,645,244 â–²	4,988.9%	194,955	0.6%	Manufacturing
GOOGL Alphabet	$29,631,908	$353,124 â–¼	-1.2%	103,046	0.6%	Computer and Technology
XOM ExxonMobil	$28,911,144	$15,751,608 â–²	119.7%	170,406	0.6%	Energy
ABBV AbbVie	$28,710,927	$270,776 â–²	1.0%	132,010	0.6%	Medical
V Visa	$28,359,745	$19,814,827 â–²	231.9%	93,832	0.5%	Business Services
LOW Lowe's Companies	$27,654,780	$26,634,756 â–²	2,611.2%	117,042	0.5%	Retail/Wholesale
XMHQ Invesco S&P MidCap Quality ETF	$26,851,663	$903,763 â–²	3.5%	259,763	0.5%	ETF
KLAC KLA	$26,827,310	$1,815,482 â–¼	-6.3%	18,220	0.5%	Computer and Technology
IBTO iShares iBonds Dec 2033 Term Treasury ETF	$26,725,831	$20,000,783 â–²	297.4%	1,095,779	0.5%	ETF
ETN Eaton	$26,353,138	$1,855,593 â–²	7.6%	73,680	0.5%	Industrials
HD Home Depot	$26,227,768	$15,138,539 â–²	136.5%	79,746	0.5%	Retail/Wholesale
ISHARES TR	$25,493,751	$17,045,437 â–²	201.8%	994,684	0.5%	IBONDS DEC 2034
MA Mastercard	$25,233,995	$18,937,738 â–²	300.8%	50,502	0.5%	Business Services
AXP American Express	$25,200,604	$2,182,703 â–²	9.5%	83,313	0.5%	Finance
AUB Atlantic Union Bankshares	$24,061,729	$20,818,785 â–²	642.0%	673,243	0.5%	Finance
CVX Chevron	$23,876,306	$19,968,992 â–²	511.1%	115,400	0.5%	Energy
IVV iShares Core S&P 500 ETF	$23,836,939	$3,469,851 â–¼	-12.7%	36,492	0.5%	ETF
NVDA NVIDIA	$23,741,246	$136,206 â–¼	-0.6%	136,131	0.5%	Computer and Technology
WALMART INC	$23,514,410	$6,885,613 â–²	41.4%	189,205	0.5%	COM
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$20,885,791	$19,071,911 â–²	1,051.4%	1,064,244	0.4%	ETF
TJX TJX Companies	$20,834,192	$8,699,678 â–²	71.7%	130,458	0.4%	Retail/Wholesale
CAT Caterpillar	$20,131,801	$3,527,334 â–²	21.2%	28,417	0.4%	Industrials
ISHARES TR	$20,062,628	$10,265,288 â–²	104.8%	817,215	0.4%	IBONDS DEC 2044
JPM JPMorgan Chase & Co.	$19,915,514	$17,061 â–¼	-0.1%	67,703	0.4%	Finance
LMT Lockheed Martin	$19,856,058	$2,031,963 â–¼	-9.3%	32,853	0.4%	Aerospace
NEE NextEra Energy	$19,822,748	$15,825,560 â–²	395.9%	213,423	0.4%	Utilities
TSLA Tesla	$19,776,045	$6,914,571 â–²	53.8%	53,197	0.4%	Auto/Tires/Trucks
VUG Vanguard Growth ETF	$19,646,014	$17,864,778 â–²	1,002.9%	44,978	0.4%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$19,342,341	$19,131,241 â–²	9,062.6%	192,232	0.4%	ETF
BKNG Booking	$18,799,101	$1,178,891 â–¼	-5.9%	4,465	0.4%	Retail/Wholesale
NFLX Netflix	$18,451,956	$18,326,961 â–²	14,662.2%	191,908	0.4%	Consumer Discretionary
DFAT Dimensional U.S. Targeted Value ETF	$18,369,270	$59,889 â–²	0.3%	294,144	0.4%	ETF
BLACKROCK INC	$18,277,866	$2,039,743 â–²	12.6%	19,006	0.4%	COM
GILD Gilead Sciences	$18,157,125	$17,968,279 â–²	9,514.8%	130,280	0.3%	Medical
MRK Merck & Co., Inc.	$18,139,661	$5,140,934 â–¼	-22.1%	150,800	0.3%	Medical
TMO Thermo Fisher Scientific	$17,897,909	$13,589,199 â–²	315.4%	36,413	0.3%	Medical
PM Philip Morris International	$17,688,586	$16,556,006 â–²	1,461.8%	106,983	0.3%	Consumer Staples
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$17,667,331	$16,359,815 â–²	1,251.2%	946,782	0.3%	ETF
ABT Abbott Laboratories	$17,616,461	$13,329,364 â–²	310.9%	171,583	0.3%	Medical
MCD McDonald's	$16,413,593	$4,706,336 â–²	40.2%	52,812	0.3%	Retail/Wholesale
WAL-MART STORES, INC	$16,410,925	$217,863 â–¼	-1.3%	132,048	0.3%	COM
CSCO Cisco Systems	$16,173,863	$9,238,949 â–²	133.2%	208,453	0.3%	Computer and Technology
DFUV Dimensional US Marketwide Value ETF	$15,236,851	$425,479 â–²	2.9%	314,421	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$15,109,881	$130,898 â–¼	-0.9%	121,550	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$15,001,601	$12,866,771 â–²	602.7%	44,390	0.3%	Computer and Technology
ORCL Oracle	$14,887,020	$6,904,428 â–²	86.5%	101,197	0.3%	Computer and Technology
QCOM Qualcomm	$14,583,560	$9,459,276 â–²	184.6%	113,244	0.3%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$14,452,648	$14,390,203 â–²	23,044.7%	211,080	0.3%	Manufacturing
JPST JPMorgan Ultra-Short Income ETF	$14,374,157	$1,136,701 â–¼	-7.3%	284,018	0.3%	ETF
ASML ASML	$14,115,710	$216,616 â–²	1.6%	10,687	0.3%	Computer and Technology
ISRG Intuitive Surgical	$14,081,402	$3,212,640 â–²	29.6%	30,546	0.3%	Medical
IEFA iShares Core MSCI EAFE ETF	$13,994,174	$13,897,036 â–²	14,306.4%	154,581	0.3%	ETF
FEZ SPDR EURO STOXX 50 ETF	$12,734,471	$3,250,944 â–²	34.3%	205,130	0.2%	ETF
DON WisdomTree U.S. MidCap Dividend Fund	$12,707,640	$2,641,501 â–¼	-17.2%	241,866	0.2%	Finance
XOM ExxonMobil	$12,693,792	$465,717 â–¼	-3.5%	74,819	0.2%	Energy
RDVY First Trust Rising Dividend Achievers ETF	$12,515,918	$732,917 â–²	6.2%	183,303	0.2%	Manufacturing
ISHARES IBONDS DEC 2044 TERM TREASURY ETF	$12,428,020	$2,630,680 â–²	26.9%	506,233	0.2%	IBONDS DEC 2044
BX Blackstone	$12,260,205	$243,778 â–²	2.0%	106,620	0.2%	Finance
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$12,153,148	$11,001,581 â–²	955.4%	622,281	0.2%	ETF
RTX RTX	$11,912,540	$440,584 â–¼	-3.6%	61,755	0.2%	Aerospace
TJX TJX Companies	$11,352,275	$782,211 â–¼	-6.4%	71,085	0.2%	Retail/Wholesale
MCD McDonald's	$11,216,411	$490,737 â–¼	-4.2%	36,090	0.2%	Retail/Wholesale
ISHARES IBONDS DEC 2034 TERM TREASURY ETF	$11,166,453	$2,718,138 â–²	32.2%	435,679	0.2%	IBONDS DEC 2034
COP ConocoPhillips	$11,012,805	$869,356 â–¼	-7.3%	83,430	0.2%	Energy
AVSC Avantis U.S. Small Cap Equity ETF	$10,954,707	$26,228 â–¼	-0.2%	175,838	0.2%	ETF
MO Altria Group	$10,954,082	$10,838,599 â–²	9,385.5%	165,996	0.2%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$10,910,803	$10,635,905 â–²	3,869.0%	201,865	0.2%	ETF
GLD SPDR Gold Shares	$10,776,184	$10,577,820 â–²	5,332.5%	25,044	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnion Bankshares

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools