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Atlantic Union Bankshares’s iShares Global Financials ETF IXG Stock Holding History

Atlantic Union Bankshares’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.4K Hold
407
– – ﹤0.01% 916
2025
Q4 		$49.1K Buy
407
+4
+1% +$466 ﹤0.01% 912
2025
Q3 		$47K Hold
403
– – ﹤0.01% 928
2025
Q2 		$44.7K Buy
+403
New +$42.2K ﹤0.01% 673

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Atlantic Union Bankshares held its iShares Global Financials ETF (IXG) position steady in Q1 2026 at 407 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Atlantic Union Bankshares first reported a position in IXG in Q2 2025 and has held it in 4 quarters since. The position peaked at $49.1K in Q4 2025. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Atlantic Union Bankshares held 407 shares of iShares Global Financials ETF worth $46.4K as of Q1 2026.
  • Atlantic Union Bankshares left its iShares Global Financials ETF share count unchanged in Q1 2026.
  • iShares Global Financials ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #916 holding.
  • Atlantic Union Bankshares first reported a position in iShares Global Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's iShares Global Financials ETF position peaked at $49.1K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

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