Position in MORN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$31,204
-$2,606 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 419 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $17,715,054 across 9 Financial Data & Stock Exchanges names. MORN ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
24,446 | $9,419,108 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
53,136 | $6,541,572 | |
| 3 | MSCI |
MSCI Inc.
|
1,763 | $987,350 | |
| 4 | MCO |
Moodys Corp /De/
|
717 | $324,742 | |
| 5 | CME |
Cme Group Inc.
|
1,372 | $302,978 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
716 | $56,435 | |
| 7 | MORN |
Morningstar, Inc.
This page
|
200 | $31,204 | |
| 8 | FDS |
Factset Research Systems Inc
|
114 | $26,229 |
All Filings in MORN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,204 | 200 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $33,810 | 200 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $43,462 | 200 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $46,402 | 200 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||