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Campbell Deegan Wealth Management’s Atlantic Union Bankshares AUB Stock Holding History

Campbell Deegan Wealth Management’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Sell
18,182
-1,066
-6% -$40.7K 0.55% 15
2026
Q1 		$688K Hold
19,248
– – 0.55% 17
2025
Q4 		$679K Hold
19,248
– – 0.55% 16
2025
Q3 		$679K Sell
19,248
-570
-3% -$19.4K 0.61% 13
2025
Q2 		$620K Hold
19,818
– – 0.61% 13
2025
Q1 		$617K Hold
19,818
– – 0.71% 13
2024
Q4 		$751K Buy
+19,818
New +$785K 0.9% 12

Other funds holding AUB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Campbell Deegan Wealth Management's AUB Position: Q2 2026 in Review

Campbell Deegan Wealth Management reduced its Atlantic Union Bankshares (AUB) stake by 5.5% in Q2 2026, selling an estimated $40.7K and leaving 18,182 shares worth $769K. The position accounts for 0.55% of the portfolio, ranked #15.

Campbell Deegan Wealth Management first reported a position in AUB in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold AUB as of Q2 2026.

  • Campbell Deegan Wealth Management held 18,182 shares of Atlantic Union Bankshares worth $769K as of Q2 2026.
  • Campbell Deegan Wealth Management sold 1,066 Atlantic Union Bankshares shares in Q2 2026, an estimated $40.7K.
  • Atlantic Union Bankshares made up 0.55% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Campbell Deegan Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.