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Arax Advisory Partners’s Union Bankshares UNB Stock Holding History

Arax Advisory Partners’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 		$3.49K Buy
+144
New +$3.47K ﹤0.01% 4683
2025
Q4 		– Sell
-32
Closed -$793 – 4539
2025
Q3 		$793 Buy
+32
New +$855 ﹤0.01% 3302

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

Arax Advisory Partners's UNB Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Union Bankshares (UNB) in Q2 2026: 144 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #4683 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in UNB as recently as Q3 2025.

Arax Advisory Partners first reported a position in UNB in Q3 2025 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Arax Advisory Partners held 144 shares of Union Bankshares worth $3.49K as of Q2 2026.
  • Union Bankshares was a new Arax Advisory Partners position in Q2 2026.
  • Union Bankshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4683 holding.
  • Arax Advisory Partners first reported a position in Union Bankshares in Q3 2025 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.