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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
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

Vanguard Capital Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Millennium Management
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
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Essential Partners's UNB Position: Q2 2026 in Review

Essential Partners increased its Union Bankshares (UNB) stake by 186% in Q2 2026, buying an estimated $313 and bringing the position to 20 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Essential Partners first reported a position in UNB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.26K in Q3 2025. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Essential Partners held 20 shares of Union Bankshares worth $485 as of Q2 2026.
  • Essential Partners bought 13 Union Bankshares shares in Q2 2026, an estimated $313.
  • Union Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2484 holding.
  • Essential Partners first reported a position in Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Union Bankshares position peaked at $1.26K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.