New York State Common Retirement Fund’s Union Bankshares UNB Stock Holding History

New York State Common Retirement Fund’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	-2,900	Closed	-$70.5K	–	3335
2026 Q1	$70.5K	Hold	2,900	–	–	﹤0.01%	2688
2025 Q4	$68.8K	Hold	2,900	–	–	﹤0.01%	2801
2025 Q3	$71.8K	Sell	2,900 -1,000	-26%	-$26.7K	﹤0.01%	2821
2025 Q2	$104K	Buy	+3,900	New	+$119K	﹤0.01%	2588
2020 Q2	–	Sell	-4,100	Closed	-$92K	–	3287
2020 Q1	$92K	Hold	4,100	–	–	﹤0.01%	2803
2019 Q4	$149K	Hold	4,100	–	–	﹤0.01%	2867
2019 Q3	$129K	Hold	4,100	–	–	﹤0.01%	2957
2019 Q2	$152K	Hold	4,100	–	–	﹤0.01%	2948
2019 Q1	$185K	Hold	4,100	–	–	﹤0.01%	2754
2018 Q4	$196K	Hold	4,100	–	–	﹤0.01%	2732
2018 Q3	$218K	Buy	4,100 +100	+3%	+$5.25K	﹤0.01%	2794
2018 Q2	$208K	Hold	4,000	–	–	﹤0.01%	2856
2018 Q1	$203K	Hold	4,000	–	–	﹤0.01%	2725
2017 Q4	$212K	Hold	4,000	–	–	﹤0.01%	2735
2017 Q3	$194K	Hold	4,000	–	–	﹤0.01%	2792
2017 Q2	$190K	Sell	4,000 -1	-0%	-$43	﹤0.01%	2866
2017 Q1	$172K	Buy	4,001 +1	+0%	+$42	﹤0.01%	2820
2016 Q4	$182K	Hold	4,000	–	–	﹤0.01%	2800
2016 Q3	$136K	Buy	+4,000	New	+$138K	﹤0.01%	2901

Other funds holding UNB

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

New York State Common Retirement Fund's UNB Position: Q2 2026 in Review

New York State Common Retirement Fund sold out of Union Bankshares (UNB) in Q2 2026, closing a stake of 2,900 shares — an estimated $70.5K sold.

New York State Common Retirement Fund first reported a position in UNB in Q3 2016 and held it in 19 quarters. The position peaked at $218K in Q3 2018. 13 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

New York State Common Retirement Fund reported no remaining Union Bankshares position as of Q2 2026 after selling out during the quarter.
New York State Common Retirement Fund sold 2,900 Union Bankshares shares in Q2 2026, an estimated $70.5K.
New York State Common Retirement Fund first reported a position in Union Bankshares in Q3 2016 and held it in 19 quarters.
New York State Common Retirement Fund's Union Bankshares position peaked at $218K in Q3 2018.
13 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.