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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Campbell Deegan Wealth Management's AUB Position: Q1 2026 in Review

Campbell Deegan Wealth Management held its Atlantic Union Bankshares (AUB) position steady in Q1 2026 at 19,248 shares worth $688K. The position accounts for 0.55% of the portfolio, ranked #17.

Campbell Deegan Wealth Management first reported a position in AUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $751K in Q4 2024. 433 funds tracked by Wall St. Rank hold AUB as of Q1 2026.

  • Campbell Deegan Wealth Management held 19,248 shares of Atlantic Union Bankshares worth $688K as of Q1 2026.
  • Campbell Deegan Wealth Management left its Atlantic Union Bankshares share count unchanged in Q1 2026.
  • Atlantic Union Bankshares made up 0.55% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Campbell Deegan Wealth Management first reported a position in Atlantic Union Bankshares in Q4 2024 and has held it in 6 quarters since.
  • Campbell Deegan Wealth Management's Atlantic Union Bankshares position peaked at $751K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.