Atlantic Union Bankshares’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$193K	Buy	2,519 +247	+11%	+$18.3K	﹤0.01%	633
2026 Q1	$159K	Hold	2,272	–	–	﹤0.01%	633
2025 Q4	$177K	Hold	2,272	–	–	﹤0.01%	611
2025 Q3	$173K	Buy	2,272 +2,229	+5,184%	+$168K	﹤0.01%	630
2025 Q2	$3.18K	Buy	+43	New	+$2.98K	﹤0.01%	1036

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 11% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,519 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Atlantic Union Bankshares first reported a position in FNCL in Q2 2025 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Atlantic Union Bankshares held 2,519 shares of Fidelity MSCI Financials Index ETF worth $193K as of Q2 2026.
Atlantic Union Bankshares bought 247 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $18.3K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #633 holding.
Atlantic Union Bankshares first reported a position in Fidelity MSCI Financials Index ETF in Q2 2025 and has held it in 5 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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