Atlantic Union Bankshares’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.93M	Buy	23,343 +101	+0.4%	+$46.9K	0.19%	116
2025 Q4	$12.1M	Buy	23,242 +310	+1%	+$153K	0.23%	93
2025 Q3	$11.2M	Buy	22,932 +1,561	+7%	+$836K	0.21%	104
2025 Q2	$11.3M	Buy	21,371 +14,768	+224%	+$7.37M	0.26%	89
2025 Q1	$3.35M	Sell	6,603 -133	-2%	-$68K	0.2%	117
2024 Q4	$3.35M	Sell	6,736 -1,656	-20%	-$840K	0.2%	115
2024 Q3	$4.34M	Sell	8,392 -524	-6%	-$259K	0.25%	98
2024 Q2	$3.98M	Buy	+8,916	New	+$3.83M	0.25%	93

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Atlantic Union Bankshares increased its S&P Global (SPGI) stake by 0.43% in Q1 2026, buying an estimated $46.9K and bringing the position to 23,343 shares worth $9.93M. The position accounts for 0.19% of the portfolio, ranked #116.

Atlantic Union Bankshares first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.1M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Atlantic Union Bankshares held 23,343 shares of S&P Global worth $9.93M as of Q1 2026.
Atlantic Union Bankshares bought 101 S&P Global shares in Q1 2026, an estimated $46.9K.
S&P Global made up 0.19% of Atlantic Union Bankshares's portfolio in Q1 2026, its #116 holding.
Atlantic Union Bankshares first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
Atlantic Union Bankshares's S&P Global position peaked at $12.1M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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