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Allworth Financial’s Union Bankshares UNB Stock Holding History

Allworth Financial’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 		$558 Buy
23
+22
+2,200% +$529 ﹤0.01% 4830
2026
Q1 		$25 Buy
+1
New +$24 ﹤0.01% 5118

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

Allworth Financial's UNB Position: Q2 2026 in Review

Allworth Financial increased its Union Bankshares (UNB) stake by 2,200% in Q2 2026, buying an estimated $529 and bringing the position to 23 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #4830.

Allworth Financial first reported a position in UNB in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Allworth Financial held 23 shares of Union Bankshares worth $558 as of Q2 2026.
  • Allworth Financial bought 22 Union Bankshares shares in Q2 2026, an estimated $529.
  • Union Bankshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4830 holding.
  • Allworth Financial first reported a position in Union Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.