Root Financial Partners’s Union Bankshares UNB Stock Holding History

Root Financial Partners’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	-3	Closed	-$73	–	3029
2026 Q1	$73	Buy	+3	New	+$72	﹤0.01%	3333

Other funds holding UNB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

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 Malvern, Pennsylvania $454B AUM

Root Financial Partners's UNB Position: Q2 2026 in Review

Root Financial Partners sold out of Union Bankshares (UNB) in Q2 2026, closing a stake of 3 shares — an estimated $73 sold.

Root Financial Partners first reported a position in UNB in Q1 2026 and held it in 1 quarter. The position peaked at $73 in Q1 2026. 50 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

Root Financial Partners reported no remaining Union Bankshares position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3 Union Bankshares shares in Q2 2026, an estimated $73.
Root Financial Partners first reported a position in Union Bankshares in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Union Bankshares position peaked at $73 in Q1 2026.
50 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.