Atlantic Union Bankshares’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Atlantic Union Bankshares’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Hold	1,441	–	–	﹤0.01%	671
2025 Q4	$147K	Hold	1,441	–	–	﹤0.01%	650
2025 Q3	$148K	Buy	+1,441	New	+$142K	﹤0.01%	660

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlantic Union Bankshares's FDIS Position: Q1 2026 in Review

Atlantic Union Bankshares held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q1 2026 at 1,441 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Atlantic Union Bankshares first reported a position in FDIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $148K in Q3 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

Atlantic Union Bankshares held 1,441 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $134K as of Q1 2026.
Atlantic Union Bankshares left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #671 holding.
Atlantic Union Bankshares first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 3 quarters since.
Atlantic Union Bankshares's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $148K in Q3 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.