Fortitude Family Office’s Union Bankshares UNB Stock Holding History

Fortitude Family Office’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	$49	Buy	+2	New	+$48	﹤0.01%	2211

Other funds holding UNB

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Fortitude Family Office's UNB Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Union Bankshares (UNB) in Q2 2026: 2 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #2211 among its holdings.

12 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

Fortitude Family Office held 2 shares of Union Bankshares worth $49 as of Q2 2026.
Union Bankshares was a new Fortitude Family Office position in Q2 2026.
Union Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2211 holding.
12 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.