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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Covestor's UNB Position: Q1 2026 in Review

Covestor increased its Union Bankshares (UNB) stake by 600% in Q1 2026, buying an estimated $145 and bringing the position to 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Covestor first reported a position in UNB in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

Covestor held 7 shares of Union Bankshares worth $0 as of Q1 2026.
Covestor bought 6 Union Bankshares shares in Q1 2026, an estimated $145.
Union Bankshares made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2798 holding.
Covestor first reported a position in Union Bankshares in Q3 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.