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MAI Capital Management’s Union Bankshares UNB Stock Holding History

MAI Capital Management’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 		– Sell
-2
Closed -$49 – 4575
2026
Q1 		$49 Buy
2
+1
+100% +$24 ﹤0.01% 4873
2025
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 4304

Other funds holding UNB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

MAI Capital Management's UNB Position: Q2 2026 in Review

MAI Capital Management sold out of Union Bankshares (UNB) in Q2 2026, closing a stake of 2 shares — an estimated $49 sold.

MAI Capital Management first reported a position in UNB in Q4 2025 and held it in 2 quarters. The position peaked at $49 in Q1 2026. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • MAI Capital Management reported no remaining Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2 Union Bankshares shares in Q2 2026, an estimated $49.
  • MAI Capital Management first reported a position in Union Bankshares in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Union Bankshares position peaked at $49 in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.