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Kestra Advisory Services’s Union Bankshares UNB Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,787
Closed -$42.4K – 4340
2025
Q4 		$42.4K Buy
+1,787
New +$42.1K ﹤0.01% 4049

Other funds holding UNB

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VCM
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CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Kestra Advisory Services's UNB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Union Bankshares (UNB) in Q1 2026, closing a stake of 1,787 shares — an estimated $42.4K sold.

Kestra Advisory Services first reported a position in UNB in Q4 2025 and held it in 1 quarter. The position peaked at $42.4K in Q4 2025. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

  • Kestra Advisory Services reported no remaining Union Bankshares position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,787 Union Bankshares shares in Q1 2026, an estimated $42.4K.
  • Kestra Advisory Services first reported a position in Union Bankshares in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Union Bankshares position peaked at $42.4K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.