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EverSource Wealth Advisors’s Union Bankshares UNB Stock Holding History

EverSource Wealth Advisors’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 		$219 Buy
9
+5
+125% +$120 ﹤0.01% 4241
2026
Q1 		$98 Buy
4
+3
+300% +$72 ﹤0.01% 4274
2025
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 4214

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

EverSource Wealth Advisors's UNB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Union Bankshares (UNB) stake by 125% in Q2 2026, buying an estimated $120 and bringing the position to 9 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #4241.

EverSource Wealth Advisors first reported a position in UNB in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • EverSource Wealth Advisors held 9 shares of Union Bankshares worth $219 as of Q2 2026.
  • EverSource Wealth Advisors bought 5 Union Bankshares shares in Q2 2026, an estimated $120.
  • Union Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4241 holding.
  • EverSource Wealth Advisors first reported a position in Union Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.