Atlantic Union Bankshares’s SEI Investments SEIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Hold	3,300	–	–	0.01%	545
2025 Q4	$271K	Hold	3,300	–	–	0.01%	535
2025 Q3	$280K	Buy	+3,300	New	+$293K	0.01%	544

Other funds holding SEIC

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Atlantic Union Bankshares held its SEI Investments (SEIC) position steady in Q1 2026 at 3,300 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #545.

Atlantic Union Bankshares first reported a position in SEIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $280K in Q3 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

Atlantic Union Bankshares held 3,300 shares of SEI Investments worth $259K as of Q1 2026.
Atlantic Union Bankshares left its SEI Investments share count unchanged in Q1 2026.
SEI Investments made up 0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #545 holding.
Atlantic Union Bankshares first reported a position in SEI Investments in Q3 2025 and has held it in 3 quarters since.
Atlantic Union Bankshares's SEI Investments position peaked at $280K in Q3 2025.
565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

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