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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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Atlantic Union Bankshares held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q1 2026 at 2,272 shares worth $159K. 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 4 quarters since. The position peaked at $177K in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Atlantic Union Bankshares held 2,272 shares of Fidelity MSCI Financials Index ETF worth $159K as of Q1 2026.
  • Atlantic Union Bankshares left its Fidelity MSCI Financials Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 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 4 quarters since.
  • Atlantic Union Bankshares's Fidelity MSCI Financials Index ETF position peaked at $177K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

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