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1620 Investment Advisors’s Union Bankshares UNB Stock Holding History

1620 Investment Advisors’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.91K Hold
120
– – ﹤0.01% 586
2026
Q1 		$2.92K Hold
120
– – ﹤0.01% 562
2025
Q4 		$2.85K Hold
120
– – ﹤0.01% 564
2025
Q3 		$2.97K Hold
120
– – ﹤0.01% 560
2025
Q2 		$3.19K Hold
120
– – ﹤0.01% 569
2025
Q1 		$3.78K Hold
120
– – ﹤0.01% 533
2024
Q4 		$3.47K Hold
120
– – ﹤0.01% 553
2024
Q3 		$3.11K Hold
120
– – ﹤0.01% 553
2024
Q2 		$2.58K Buy
+120
New +$3.02K ﹤0.01% 542

Other funds holding UNB

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

1620 Investment Advisors's UNB Position: Q2 2026 in Review

1620 Investment Advisors held its Union Bankshares (UNB) position steady in Q2 2026 at 120 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

1620 Investment Advisors first reported a position in UNB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.78K in Q1 2025. 12 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • 1620 Investment Advisors held 120 shares of Union Bankshares worth $2.91K as of Q2 2026.
  • 1620 Investment Advisors left its Union Bankshares share count unchanged in Q2 2026.
  • Union Bankshares made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #586 holding.
  • 1620 Investment Advisors first reported a position in Union Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Union Bankshares position peaked at $3.78K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.