Atlantic Union Bankshares’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$678K	Buy	3,088 +2,490	+416%	+$522K	0.01%	430
2026 Q1	$115K	Hold	598	–	–	﹤0.01%	714
2025 Q4	$119K	Sell	598 -78	-12%	-$15.3K	﹤0.01%	703
2025 Q3	$131K	Hold	676	–	–	﹤0.01%	693
2025 Q2	$124K	Buy	+676	New	+$117K	﹤0.01%	527
2019 Q2	–	Sell	-4,423	Closed	-$392K	–	270
2019 Q1	$392K	Buy	+4,423	New	+$372K	0.11%	101

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 416% in Q2 2026, buying an estimated $522K and bringing the position to 3,088 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #430.

Atlantic Union Bankshares first reported a position in QUAL in Q1 2019 and has held it in 6 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Atlantic Union Bankshares held 3,088 shares of iShares MSCI USA Quality Factor ETF worth $678K as of Q2 2026.
Atlantic Union Bankshares bought 2,490 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $522K.
iShares MSCI USA Quality Factor ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #430 holding.
Atlantic Union Bankshares first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 6 quarters since.
1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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