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 Q2	$289K	Hold	3,300	–	–	﹤0.01%	555
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 $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Atlantic Union Bankshares held its SEI Investments (SEIC) position steady in Q2 2026 at 3,300 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Atlantic Union Bankshares first reported a position in SEIC in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Atlantic Union Bankshares held 3,300 shares of SEI Investments worth $289K as of Q2 2026.
Atlantic Union Bankshares left its SEI Investments share count unchanged in Q2 2026.
SEI Investments made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #555 holding.
Atlantic Union Bankshares first reported a position in SEI Investments in Q3 2025 and has held it in 4 quarters since.
574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

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