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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% 4788
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

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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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 #4788 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. 8 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 #4788 holding.
  • IFP Advisors first reported a position in Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 8 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.