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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
Q2 		$110K Sell
1,683
-173
-9% -$11.3K ﹤0.01% 762
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its Moelis & Co (MC) stake by 9.3% in Q2 2026, selling an estimated $11.3K and leaving 1,683 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Atlantic Union Bankshares first reported a position in MC in Q3 2025 and has held it in 4 quarters since. The position peaked at $120K in Q3 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Atlantic Union Bankshares held 1,683 shares of Moelis & Co worth $110K as of Q2 2026.
  • Atlantic Union Bankshares sold 173 Moelis & Co shares in Q2 2026, an estimated $11.3K.
  • Moelis & Co made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #762 holding.
  • Atlantic Union Bankshares first reported a position in Moelis & Co in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's Moelis & Co position peaked at $120K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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