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Atlantic Union Bankshares’s Moelis & Co MC Stock Holding History

Atlantic Union Bankshares’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
1,856
+173
+10% +$11.2K ﹤0.01% 735
2025
Q4 		$116K Hold
1,683
– – ﹤0.01% 712
2025
Q3 		$120K Buy
+1,683
New +$120K ﹤0.01% 715

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Moelis & Co (MC) stake by 10% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,856 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Atlantic Union Bankshares first reported a position in MC in Q3 2025 and has held it in 3 quarters since. The position peaked at $120K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Atlantic Union Bankshares held 1,856 shares of Moelis & Co worth $106K as of Q1 2026.
  • Atlantic Union Bankshares bought 173 Moelis & Co shares in Q1 2026, an estimated $11.2K.
  • Moelis & Co made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #735 holding.
  • Atlantic Union Bankshares first reported a position in Moelis & Co in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Union Bankshares's Moelis & Co position peaked at $120K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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