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Atlantic Union Bankshares’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Atlantic Union Bankshares’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.9K Buy
1,873
+56
+3% +$1.62K ﹤0.01% 911
2026
Q1 		$48.9K Hold
1,817
– – ﹤0.01% 901
2025
Q4 		$48.9K Hold
1,817
– – ﹤0.01% 914
2025
Q3 		$50.5K Buy
1,817
+817
+82% +$22.5K ﹤0.01% 909
2025
Q2 		$27K Buy
+1,000
New +$26.7K ﹤0.01% 768

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.1% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,873 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Atlantic Union Bankshares first reported a position in FREL in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Atlantic Union Bankshares held 1,873 shares of Fidelity MSCI Real Estate Index ETF worth $54.9K as of Q2 2026.
  • Atlantic Union Bankshares bought 56 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $1.62K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #911 holding.
  • Atlantic Union Bankshares first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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