Covestor’s Union Bankshares UNB Stock Holding History

Covestor’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	Buy	9 +2	+29%	+$48	﹤0.01%	2862
2026 Q1	$0	Buy	7 +6	+600%	+$145	﹤0.01%	2798
2025 Q4	$0	Hold	1	–	–	﹤0.01%	2762
2025 Q3	$0	Buy	+1	New	+$27	﹤0.01%	2803

Other funds holding UNB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

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 Malvern, Pennsylvania $454B AUM

Covestor's UNB Position: Q2 2026 in Review

Covestor increased its Union Bankshares (UNB) stake by 29% in Q2 2026, buying an estimated $48 and bringing the position to 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Covestor first reported a position in UNB in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

Covestor held 9 shares of Union Bankshares worth $0 as of Q2 2026.
Covestor bought 2 Union Bankshares shares in Q2 2026, an estimated $48.
Union Bankshares made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2862 holding.
Covestor first reported a position in Union Bankshares in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.