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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
Q2 		$31.2K Hold
200
– – ﹤0.01% 1042
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Atlantic Union Bankshares held its Morningstar (MORN) position steady in Q2 2026 at 200 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Atlantic Union Bankshares first reported a position in MORN in Q3 2025 and has held it in 4 quarters since. The position peaked at $46.4K in Q3 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Atlantic Union Bankshares held 200 shares of Morningstar worth $31.2K as of Q2 2026.
  • Atlantic Union Bankshares left its Morningstar share count unchanged in Q2 2026.
  • Morningstar made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1042 holding.
  • Atlantic Union Bankshares first reported a position in Morningstar in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's Morningstar position peaked at $46.4K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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