Atlantic Union Bankshares’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2K	Hold	500	–	–	﹤0.01%	1248
2026 Q1	$13.6K	Sell	500 -400	-44%	-$11.1K	﹤0.01%	1236
2025 Q4	$23.9K	Hold	900	–	–	﹤0.01%	1085
2025 Q3	$23.2K	Hold	900	–	–	﹤0.01%	1107
2025 Q2	$21.6K	Buy	+900	New	+$20.5K	﹤0.01%	804

Other funds holding FNDB

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atlantic Union Bankshares held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 500 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Atlantic Union Bankshares first reported a position in FNDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.9K in Q4 2025. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Atlantic Union Bankshares held 500 shares of Schwab Fundamental US Broad Market Index ETF worth $15.2K as of Q2 2026.
Atlantic Union Bankshares left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1248 holding.
Atlantic Union Bankshares first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's Schwab Fundamental US Broad Market Index ETF position peaked at $23.9K in Q4 2025.
172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

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