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Atlantic Union Bankshares’s Morningstar MORN Stock Holding History

Atlantic Union Bankshares’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.8K Hold
200
– – ﹤0.01% 999
2025
Q4 		$43.5K Hold
200
– – ﹤0.01% 936
2025
Q3 		$46.4K Buy
+200
New +$53.3K ﹤0.01% 935

Other funds holding MORN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Atlantic Union Bankshares held its Morningstar (MORN) position steady in Q1 2026 at 200 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Atlantic Union Bankshares first reported a position in MORN in Q3 2025 and has held it in 3 quarters since. The position peaked at $46.4K in Q3 2025. 442 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

  • Atlantic Union Bankshares held 200 shares of Morningstar worth $33.8K as of Q1 2026.
  • Atlantic Union Bankshares left its Morningstar share count unchanged in Q1 2026.
  • Morningstar made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #999 holding.
  • Atlantic Union Bankshares first reported a position in Morningstar in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Union Bankshares's Morningstar position peaked at $46.4K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

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