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SBI Securities’s Union Bankshares UNB Stock Holding History

SBI Securities’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 		$558 Hold
23
– – ﹤0.01% 3003
2026
Q1 		$559 Hold
23
– – ﹤0.01% 2851
2025
Q4 		$546 Sell
23
-1
-4% -$24 ﹤0.01% 2843
2025
Q3 		$594 Hold
24
– – ﹤0.01% 2901
2025
Q2 		$639 Buy
24
+1
+4% +$30 ﹤0.01% 2862
2025
Q1 		$724 Hold
23
– – ﹤0.01% 2728
2024
Q4 		$665 Buy
+23
New +$695 ﹤0.01% 2789

Other funds holding UNB

Vanguard Capital Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Millennium Management
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
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SBI Securities's UNB Position: Q2 2026 in Review

SBI Securities held its Union Bankshares (UNB) position steady in Q2 2026 at 23 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

SBI Securities first reported a position in UNB in Q4 2024 and has held it in 7 quarters since. The position peaked at $724 in Q1 2025. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • SBI Securities held 23 shares of Union Bankshares worth $558 as of Q2 2026.
  • SBI Securities left its Union Bankshares share count unchanged in Q2 2026.
  • Union Bankshares made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3003 holding.
  • SBI Securities first reported a position in Union Bankshares in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Union Bankshares position peaked at $724 in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.