Essential Partners’s Union Bankshares UNB Stock Holding History

Essential 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 Q3	$184	Sell	8 -12	-60%	-$289	﹤0.01%	2615
2026 Q2	$485	Buy	20 +13	+186%	+$313	﹤0.01%	2484
2026 Q1	$170	Sell	7 -11	-61%	-$265	﹤0.01%	2638
2025 Q4	$427	Sell	18 -33	-65%	-$777	﹤0.01%	2260
2025 Q3	$1.26K	Buy	+51	New	+$1.36K	﹤0.01%	1951

Other funds holding UNB

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's UNB Position: Q3 2026 in Review

Essential Partners reduced its Union Bankshares (UNB) stake by 60% in Q3 2026, selling an estimated $289 and leaving 8 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Essential Partners first reported a position in UNB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.26K in Q3 2025. 6 funds tracked by Wall St. Rank hold UNB as of Q3 2026.

Essential Partners held 8 shares of Union Bankshares worth $184 as of Q3 2026.
Essential Partners sold 12 Union Bankshares shares in Q3 2026, an estimated $289.
Union Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2615 holding.
Essential Partners first reported a position in Union Bankshares in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Union Bankshares position peaked at $1.26K in Q3 2025.
6 funds tracked by Wall St. Rank held Union Bankshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.