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Rothschild Investment LLC’s Union Bankshares UNB Stock Holding History

Rothschild Investment LLC’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% 3434

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CS
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State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
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Rothschild Investment LLC's UNB Position: Q1 2026 in Review

Rothschild Investment LLC 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 #3434 among its holdings.

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

  • Rothschild Investment LLC held 3 shares of Union Bankshares worth $73 as of Q1 2026.
  • Union Bankshares was a new Rothschild Investment LLC position in Q1 2026.
  • Union Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3434 holding.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.