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IFP Advisors’s Union Bankshares UNB Stock Holding History

IFP 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 		$291 Buy
+12
New +$289 ﹤0.01% 4786
2026
Q1 		– Sell
-1
Closed -$24 – 5166
2025
Q4 		$24 Hold
1
– – ﹤0.01% 4794
2025
Q3 		$25 Buy
+1
New +$27 ﹤0.01% 4737

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

IFP Advisors's UNB Position: Q2 2026 in Review

IFP Advisors opened a new position in Union Bankshares (UNB) in Q2 2026: 12 shares worth $291. The stake represents ﹤0.01% of the portfolio and ranks #4786 among its holdings. This is a return to the name: IFP Advisors previously reported a position in UNB as recently as Q4 2025.

IFP Advisors first reported a position in UNB in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • IFP Advisors held 12 shares of Union Bankshares worth $291 as of Q2 2026.
  • Union Bankshares was a new IFP Advisors position in Q2 2026.
  • Union Bankshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4786 holding.
  • IFP Advisors first reported a position in Union Bankshares in Q3 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.