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 Q2	$9.42M	Sell	23,128 -215	-0.9%	-$90.8K	0.16%	129
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Atlantic Union Bankshares reduced its S&P Global (SPGI) stake by 0.92% in Q2 2026, selling an estimated $90.8K and leaving 23,128 shares worth $9.42M. The position accounts for 0.16% of the portfolio, ranked #129.

Atlantic Union Bankshares first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Atlantic Union Bankshares held 23,128 shares of S&P Global worth $9.42M as of Q2 2026.
Atlantic Union Bankshares sold 215 S&P Global shares in Q2 2026, an estimated $90.8K.
S&P Global made up 0.16% of Atlantic Union Bankshares's portfolio in Q2 2026, its #129 holding.
Atlantic Union Bankshares first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Atlantic Union Bankshares's S&P Global position peaked at $12.1M in Q4 2025.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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