Community Financial Services Group’s Union Bankshares UNB Stock Holding History

Community Financial Services Group’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	$177K	Sell	7,180 -1,000	-12%	-$24.1K	0.03%	137
2026 Q1	$200K	Buy	+8,180	New	+$197K	0.04%	112
2025 Q2	–	Sell	-7,480	Closed	-$235K	–	100
2025 Q1	$235K	Sell	7,480 -1,000	-12%	-$30.5K	0.05%	95
2024 Q4	$245K	Hold	8,480	–	–	0.05%	109
2024 Q3	$220K	Buy	+8,480	New	+$209K	0.05%	116
2024 Q2	–	Sell	-8,480	Closed	-$259K	–	138
2024 Q1	$259K	Buy	+8,480	New	+$258K	0.06%	128
2021 Q4	$300K	Hold	10,068	–	–	0.08%	92
2021 Q3	$322K	Hold	10,068	–	–	0.09%	87
2021 Q2	$364K	Buy	+10,068	New	+$337K	0.1%	86
2019 Q2	–	Sell	-4,897	Closed	-$221K	–	88
2019 Q1	$221K	Hold	4,897	–	–	0.08%	83
2018 Q4	$234K	Hold	4,897	–	–	0.09%	77
2018 Q3	$260K	Hold	4,897	–	–	0.09%	80
2018 Q2	$254K	Hold	4,897	–	–	0.09%	75
2018 Q1	$249K	Hold	4,897	–	–	0.1%	60
2017 Q4	$259K	Hold	4,897	–	–	0.1%	58
2017 Q3	$237K	Hold	4,897	–	–	0.1%	57
2017 Q2	$233K	Hold	4,897	–	–	0.1%	53
2017 Q1	$210K	Hold	4,897	–	–	0.09%	59
2016 Q4	$223K	Buy	+4,897	New	+$191K	0.11%	56
2015 Q4	–	Sell	-4,897	Closed	-$130K	–	215
2015 Q3	$130K	Hold	4,897	–	–	0.06%	81
2015 Q2	$128K	Hold	4,897	–	–	0.06%	84
2015 Q1	$124K	Hold	4,897	–	–	0.06%	84
2014 Q4	$116K	Hold	4,897	–	–	0.05%	91
2014 Q3	$117K	Hold	4,897	–	–	0.06%	91
2014 Q2	$122K	Hold	4,897	–	–	0.06%	85
2014 Q1	$112K	Buy	+4,897	New	+$115K	0.06%	87
2013 Q4	–	Sell	-4,897	Closed	-$103K	–	184
2013 Q3	$103K	Sell	4,897 -250	-5%	-$5.33K	0.06%	84
2013 Q2	$112K	Buy	+5,147	New	+$109K	0.07%	81

Other funds holding UNB

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Community Financial Services Group's UNB Position: Q2 2026 in Review

Community Financial Services Group reduced its Union Bankshares (UNB) stake by 12% in Q2 2026, selling an estimated $24.1K and leaving 7,180 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #137.

Community Financial Services Group first reported a position in UNB in Q2 2013 and has held it in 28 quarters since. The position peaked at $364K in Q2 2021. 8 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

Community Financial Services Group held 7,180 shares of Union Bankshares worth $177K as of Q2 2026.
Community Financial Services Group sold 1,000 Union Bankshares shares in Q2 2026, an estimated $24.1K.
Union Bankshares made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #137 holding.
Community Financial Services Group first reported a position in Union Bankshares in Q2 2013 and has held it in 28 quarters since.
Community Financial Services Group's Union Bankshares position peaked at $364K in Q2 2021.
8 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.