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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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B 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. 50 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.
  • 50 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.