Raymond James Financial
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Raymond James Financial’s Union Bankshares UNB Stock Holding History

Raymond James 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
2025
Q3 		– Sell
-6,622
Closed -$176K – 6677
2025
Q2 		$176K Buy
6,622
+1
+0% +$30 ﹤0.01% 4581
2025
Q1 		$208K Buy
+6,621
New +$202K ﹤0.01% 4403

Other funds holding UNB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's UNB Position: Q3 2025 in Review

Raymond James Financial sold out of Union Bankshares (UNB) in Q3 2025, closing a stake of 6,622 shares — an estimated $176K sold.

Raymond James Financial first reported a position in UNB in Q1 2025 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 50 funds tracked by Wall St. Rank hold UNB as of Q3 2025.

  • Raymond James Financial reported no remaining Union Bankshares position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 6,622 Union Bankshares shares in Q3 2025, an estimated $176K.
  • Raymond James Financial first reported a position in Union Bankshares in Q1 2025 and held it in 2 quarters.
  • Raymond James Financial's Union Bankshares position peaked at $208K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Union Bankshares as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.