Atlantic Union Bankshares’s MSCI MSCI Stock Holding History

Atlantic Union Bankshares’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$976K	Sell	1,811 -89	-5%	-$50.2K	0.02%	372
2025 Q4	$1.09M	Sell	1,900 -52	-3%	-$29.2K	0.02%	363
2025 Q3	$1.11M	Buy	+1,952	New	+$1.1M	0.02%	362
2025 Q1	–	Sell	-339	Closed	-$203K	–	317
2024 Q4	$203K	Sell	339 -36	-10%	-$21.6K	0.01%	306
2024 Q3	$219K	Sell	375 -131	-26%	-$71K	0.01%	306
2024 Q2	$244K	Sell	506 -2,973	-85%	-$1.48M	0.02%	288
2024 Q1	$1.95M	Sell	3,479 -937	-21%	-$527K	0.16%	124
2023 Q4	$2.5M	Buy	4,416 +437	+11%	+$226K	0.23%	93
2023 Q3	$2.04M	Buy	3,979 +155	+4%	+$81.4K	0.21%	102
2023 Q2	$1.79M	Buy	3,824 +3,026	+379%	+$1.48M	0.18%	117
2023 Q1	$447K	Buy	+798	New	+$422K	0.05%	206

Other funds holding MSCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its MSCI (MSCI) stake by 4.7% in Q1 2026, selling an estimated $50.2K and leaving 1,811 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #372.

Atlantic Union Bankshares first reported a position in MSCI in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q4 2023. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Atlantic Union Bankshares held 1,811 shares of MSCI worth $976K as of Q1 2026.
Atlantic Union Bankshares sold 89 MSCI shares in Q1 2026, an estimated $50.2K.
MSCI made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #372 holding.
Atlantic Union Bankshares first reported a position in MSCI in Q1 2023 and has held it in 11 quarters since.
Atlantic Union Bankshares's MSCI position peaked at $2.5M in Q4 2023.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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