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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
Q1 		$98 Buy
4
+3
+300% +$72 ﹤0.01% 4274
2025
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 4214

Other funds holding UNB

BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

EverSource Wealth Advisors's UNB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Union Bankshares (UNB) stake by 300% in Q1 2026, buying an estimated $72 and bringing the position to 4 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

EverSource Wealth Advisors first reported a position in UNB in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

  • EverSource Wealth Advisors held 4 shares of Union Bankshares worth $98 as of Q1 2026.
  • EverSource Wealth Advisors bought 3 Union Bankshares shares in Q1 2026, an estimated $72.
  • Union Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4274 holding.
  • EverSource Wealth Advisors first reported a position in Union Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.