Russell Investments Group’s Union Bankshares UNB Stock Holding History

Russell Investments Group’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	$49.7K	Buy	2,050 +1,578	+334%	+$38K	﹤0.01%	3626
2026 Q1	$11.5K	Buy	472 +73	+18%	+$1.76K	﹤0.01%	3766
2025 Q4	$9.47K	Sell	399 -2,144	-84%	-$50.5K	﹤0.01%	3810
2025 Q3	$63K	Buy	+2,543	New	+$68K	﹤0.01%	3185
2019 Q4	–	Sell	-1,057	Closed	-$33K	–	3137
2019 Q3	$33K	Buy	+1,057	New	+$33.5K	﹤0.01%	2946

Other funds holding UNB

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

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Russell Investments Group's UNB Position: Q2 2026 in Review

Russell Investments Group increased its Union Bankshares (UNB) stake by 334% in Q2 2026, buying an estimated $38K and bringing the position to 2,050 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Russell Investments Group first reported a position in UNB in Q3 2019 and has held it in 5 quarters since. The position peaked at $63K in Q3 2025. 23 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

Russell Investments Group held 2,050 shares of Union Bankshares worth $49.7K as of Q2 2026.
Russell Investments Group bought 1,578 Union Bankshares shares in Q2 2026, an estimated $38K.
Union Bankshares made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3626 holding.
Russell Investments Group first reported a position in Union Bankshares in Q3 2019 and has held it in 5 quarters since.
Russell Investments Group's Union Bankshares position peaked at $63K in Q3 2025.
23 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.