Atlantic Union Bankshares’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.9K	Hold	291	–	–	﹤0.01%	1175
2026 Q1	$18.8K	Hold	291	–	–	﹤0.01%	1141
2025 Q4	$19.4K	Hold	291	–	–	﹤0.01%	1133
2025 Q3	$19.2K	Hold	291	–	–	﹤0.01%	1145
2025 Q2	$18.3K	Buy	+291	New	+$17.5K	﹤0.01%	828

Other funds holding FDLO

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Atlantic Union Bankshares held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 291 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Atlantic Union Bankshares first reported a position in FDLO in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Atlantic Union Bankshares held 291 shares of Fidelity Low Volatility Factor ETF worth $19.9K as of Q2 2026.
Atlantic Union Bankshares left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1175 holding.
Atlantic Union Bankshares first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

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