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Farther Finance Advisors’s Union Bankshares UNB Stock Holding History

Farther Finance 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 		$121 Sell
5
-57
-92% -$1.37K ﹤0.01% 5775
2026
Q1 		$1.51K Hold
62
– – ﹤0.01% 4996
2025
Q4 		$1.47K Buy
62
+2
+3% +$47 ﹤0.01% 4797
2025
Q3 		$1.49K Buy
+60
New +$1.6K ﹤0.01% 4244

Other funds holding UNB

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Farther Finance Advisors's UNB Position: Q2 2026 in Review

Farther Finance Advisors reduced its Union Bankshares (UNB) stake by 92% in Q2 2026, selling an estimated $1.37K and leaving 5 shares worth $121. The position accounts for ﹤0.01% of the portfolio, ranked #5775.

Farther Finance Advisors first reported a position in UNB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51K in Q1 2026. 10 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Farther Finance Advisors held 5 shares of Union Bankshares worth $121 as of Q2 2026.
  • Farther Finance Advisors sold 57 Union Bankshares shares in Q2 2026, an estimated $1.37K.
  • Union Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5775 holding.
  • Farther Finance Advisors first reported a position in Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Union Bankshares position peaked at $1.51K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.