IFP Advisors
UNB icon

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
Q3 		$92 Sell
4
-8
-67% -$192 ﹤0.01% 4997
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

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Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's UNB Position: Q3 2026 in Review

IFP Advisors reduced its Union Bankshares (UNB) stake by 67% in Q3 2026, selling an estimated $192 and leaving 4 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #4997.

IFP Advisors first reported a position in UNB in Q3 2025 and has held it in 4 quarters since. The position peaked at $291 in Q2 2026. 9 funds tracked by Wall St. Rank hold UNB as of Q3 2026.

  • IFP Advisors held 4 shares of Union Bankshares worth $92 as of Q3 2026.
  • IFP Advisors sold 8 Union Bankshares shares in Q3 2026, an estimated $192.
  • Union Bankshares made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4997 holding.
  • IFP Advisors first reported a position in Union Bankshares in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Union Bankshares position peaked at $291 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Union Bankshares as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.