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Loring Wolcott & Coolidge Fiduciary Advisors’s Union Bankshares UNB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q4 		– Sell
-775
Closed -$19.5K – 557
2025
Q3 		$19.5K Hold
775
– – ﹤0.01% 484
2025
Q2 		$20.6K Hold
775
– – ﹤0.01% 448
2025
Q1 		$27.1K Hold
775
– – ﹤0.01% 426
2024
Q4 		$23.7K Sell
775
-100
-11% -$3.02K ﹤0.01% 443
2024
Q3 		$25.4K Hold
875
– – ﹤0.01% 445
2024
Q2 		$20.3K Hold
875
– – ﹤0.01% 452
2024
Q1 		$24.2K Hold
875
– – ﹤0.01% 443
2023
Q4 		$26.2K Hold
875
– – ﹤0.01% 446
2023
Q3 		$23.6K Hold
875
– – ﹤0.01% 470
2023
Q2 		$20.3K Sell
875
-225
-20% -$4.93K ﹤0.01% 499
2023
Q1 		$24.3K Buy
+1,100
New +$27.2K ﹤0.01% 458

Other funds holding UNB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Loring Wolcott & Coolidge Fiduciary Advisors's UNB Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Union Bankshares (UNB) in Q4 2025, closing a stake of 775 shares — an estimated $19.5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UNB in Q1 2023 and held it in 11 quarters. The position peaked at $27.1K in Q1 2025. 49 funds tracked by Wall St. Rank hold UNB as of Q4 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Union Bankshares position as of Q4 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 775 Union Bankshares shares in Q4 2025, an estimated $19.5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Union Bankshares in Q1 2023 and held it in 11 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Union Bankshares position peaked at $27.1K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.