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Capital Advisors Ltd’s Union Bankshares UNB Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
2
– – ﹤0.01% 1585
2026
Q1 		$0 Hold
2
– – ﹤0.01% 1607
2025
Q4 		$0 Hold
2
– – ﹤0.01% 1582
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1560
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1636
2025
Q1 		$0 Hold
2
– – ﹤0.01% 1590
2024
Q4 		$0 Hold
2
– – ﹤0.01% 1586
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1619
2024
Q2 		$0 Hold
2
– – ﹤0.01% 1649
2024
Q1 		$0 Hold
2
– – ﹤0.01% 1558
2023
Q4 		$0 Hold
2
– – ﹤0.01% 1498
2023
Q3 		$0 Sell
2
-11
-85% -$244 ﹤0.01% 1489
2023
Q2 		$0 Buy
+13
New +$285 ﹤0.01% 1548

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
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 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
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

Capital Advisors Ltd's UNB Position: Q2 2026 in Review

Capital Advisors Ltd held its Union Bankshares (UNB) position steady in Q2 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Capital Advisors Ltd first reported a position in UNB in Q2 2023 and has held it in 13 quarters since. 10 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Union Bankshares worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Union Bankshares share count unchanged in Q2 2026.
  • Union Bankshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1585 holding.
  • Capital Advisors Ltd first reported a position in Union Bankshares in Q2 2023 and has held it in 13 quarters since.
  • 10 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.