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 Q2	$159K	Buy	1,545 +104	+7%	+$10.5K	﹤0.01%	673
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 $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Atlantic Union Bankshares's FDIS Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 7.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,545 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Atlantic Union Bankshares first reported a position in FDIS in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Atlantic Union Bankshares held 1,545 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $159K as of Q2 2026.
Atlantic Union Bankshares bought 104 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $10.5K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #673 holding.
Atlantic Union Bankshares first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 4 quarters since.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.