LPL Financial
UNB icon

LPL Financial’s Union Bankshares UNB Stock Holding History

LPL Financial’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 		$338K Buy
13,924
+51
+0.4% +$1.23K ﹤0.01% 5356
2026
Q1 		$337K Sell
13,873
-16,257
-54% -$392K ﹤0.01% 5107
2025
Q4 		$715K Sell
30,130
-1,146
-4% -$27K ﹤0.01% 4391
2025
Q3 		$774K Buy
31,276
+1,160
+4% +$31K ﹤0.01% 4252
2025
Q2 		$802K Sell
30,116
-4,345
-13% -$132K ﹤0.01% 3948
2025
Q1 		$1.08M Buy
34,461
+722
+2% +$22K ﹤0.01% 3488
2024
Q4 		$975K Sell
33,739
-1,270
-4% -$38.4K ﹤0.01% 3509
2024
Q3 		$908K Buy
35,009
+1,380
+4% +$34K ﹤0.01% 3480
2024
Q2 		$722K Buy
33,629
+747
+2% +$18.8K ﹤0.01% 3550
2024
Q1 		$1M Buy
32,882
+1,877
+6% +$57.2K ﹤0.01% 3177
2023
Q4 		$950K Buy
31,005
+3,796
+14% +$104K ﹤0.01% 3092
2023
Q3 		$584K Buy
27,209
+874
+3% +$19.4K ﹤0.01% 3345
2023
Q2 		$612K Buy
26,335
+3,448
+15% +$75.5K ﹤0.01% 3256
2023
Q1 		$506K Buy
22,887
+3,733
+19% +$92.4K ﹤0.01% 3319
2022
Q4 		$460K Buy
19,154
+450
+2% +$10.8K ﹤0.01% 3327
2022
Q3 		$423K Buy
18,704
+129
+0.7% +$3.32K ﹤0.01% 3307
2022
Q2 		$486K Buy
18,575
+119
+0.6% +$3.45K ﹤0.01% 3231
2022
Q1 		$574K Sell
18,456
-210
-1% -$6.52K ﹤0.01% 3084
2021
Q4 		$557K Sell
18,666
-2,679
-13% -$84.3K ﹤0.01% 3188
2021
Q3 		$683K Sell
21,345
-403
-2% -$13.5K ﹤0.01% 2932
2021
Q2 		$787K Buy
21,748
+416
+2% +$13.9K ﹤0.01% 2769
2021
Q1 		$640K Buy
21,332
+741
+4% +$20.5K ﹤0.01% 2813
2020
Q4 		$529K Sell
20,591
-2,947
-13% -$72.7K ﹤0.01% 2701
2020
Q3 		$477K Buy
+23,538
New +$449K ﹤0.01% 2511

Other funds holding UNB

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
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

LPL Financial's UNB Position: Q2 2026 in Review

LPL Financial increased its Union Bankshares (UNB) stake by 0.37% in Q2 2026, buying an estimated $1.23K and bringing the position to 13,924 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #5356.

LPL Financial first reported a position in UNB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q1 2025. 23 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • LPL Financial held 13,924 shares of Union Bankshares worth $338K as of Q2 2026.
  • LPL Financial bought 51 Union Bankshares shares in Q2 2026, an estimated $1.23K.
  • Union Bankshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5356 holding.
  • LPL Financial first reported a position in Union Bankshares in Q3 2020 and has held it in 24 quarters since.
  • LPL Financial's Union Bankshares position peaked at $1.08M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.