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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
Q2 		$170 Buy
7
+4
+133% +$96 ﹤0.01% 3462
2026
Q1 		$73 Buy
+3
New +$72 ﹤0.01% 3434

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CS
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Rothschild Investment LLC's UNB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Union Bankshares (UNB) stake by 133% in Q2 2026, buying an estimated $96 and bringing the position to 7 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

Rothschild Investment LLC first reported a position in UNB in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of Union Bankshares worth $170 as of Q2 2026.
  • Rothschild Investment LLC bought 4 Union Bankshares shares in Q2 2026, an estimated $96.
  • Union Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3462 holding.
  • Rothschild Investment LLC first reported a position in Union Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.