Position in MSCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$987,350
+$11,204 QoQ
Shares Held
1,763
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#537
of 1,074 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI 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. MSCI ranks #3 (5.6% 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.
This page
|
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.
|
200 | $31,204 | |
| 8 | FDS |
Factset Research Systems Inc
|
114 | $26,229 |
All Filings in MSCI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,350 | 1,763 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $976,146 | 1,811 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,090,086 | 1,900 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,107,583 | 1,952 | Shares | Defined | 2025-11-04 | |
| 2024-12-31 | $203,403 | 339 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $218,598 | 375 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $243,765 | 506 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $1,949,805 | 3,479 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $2,497,909 | 4,416 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $2,041,544 | 3,979 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $1,794,564 | 3,824 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $446,632 | 798 | Shares | Other | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||