Campbell Deegan Wealth Management, LLC AUB ATLANTIC UN BANKSHARES CORP

Ownership history in Campbell Deegan Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Campbell Deegan Wealth Management, LLC reported ATLANTIC UN BANKSHARES CORP (AUB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2024 Q4. The latest visible filing shows AUB at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Campbell Deegan Wealth Management, LLC's position in ATLANTIC UN BANKSHARES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AUB was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Campbell Deegan Wealth Management, LLC held AUB — position size vs. price
% of Fund (quarterly)    AUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 19,248 0% 0.55% $688K 2026-05-08 $37.59
2025 Q4 UNCHANGED 19,248 0% 0.55% $679K 2026-01-22 $38.92
2025 Q3 REDUCED 19,248 -570 -2.9% 0.61% $679K 2025-11-12 $31.73
2025 Q2 UNCHANGED 19,818 0% 0.61% $620K 2025-08-08 $31.08
2025 Q1 UNCHANGED 19,818 0% 0.71% $617K 2025-05-12 $29.62
2024 Q4 INITIATED 19,818 0.90% $751K 2025-03-11 $30.23

FAQ About Campbell Deegan Wealth Management, LLC and AUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Campbell Deegan Wealth Management, LLC reported owning AUB?

Campbell Deegan Wealth Management, LLC reported AUB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AUB position in Campbell Deegan Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AUB was 0.90% in 2024 Q4.

What is the latest reported AUB position on this page?

The most recent filing on this page is 2026 Q1, when Campbell Deegan Wealth Management, LLC reported 19,248 shares, equal to 0.55% of portfolio, with an estimated market value of $688K.

What does the chart on this AUB ownership page compare?

The chart compares Campbell Deegan Wealth Management, LLC's quarterly AUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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