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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
Q1 		$73 Buy
+3
New +$72 ﹤0.01% 3333

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Dimensional Fund Advisors
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CS
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State Street
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Goldman Sachs
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VFT
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Root Financial Partners's UNB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Union Bankshares (UNB) in Q1 2026: 3 shares worth $73. The stake represents ﹤0.01% of the portfolio and ranks #3333 among its holdings.

53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

  • Root Financial Partners held 3 shares of Union Bankshares worth $73 as of Q1 2026.
  • Union Bankshares was a new Root Financial Partners position in Q1 2026.
  • Union Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3333 holding.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.