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Scarborough Advisors’s Union Bankshares UNB Stock Holding History

Scarborough Advisors’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 		– Sell
-58
Closed -$1.41K – 656
2026
Q1 		$1.41K Buy
+58
New +$1.4K ﹤0.01% 621
2024
Q1 		– Sell
-222
Closed -$6.8K – 712
2023
Q4 		$6.8K Buy
+222
New +$6.08K ﹤0.01% 434

Other funds holding UNB

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Scarborough Advisors's UNB Position: Q2 2026 in Review

Scarborough Advisors sold out of Union Bankshares (UNB) in Q2 2026, closing a stake of 58 shares — an estimated $1.41K sold.

Scarborough Advisors first reported a position in UNB in Q4 2023 and held it in 2 quarters. The position peaked at $6.8K in Q4 2023. 9 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Scarborough Advisors reported no remaining Union Bankshares position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 58 Union Bankshares shares in Q2 2026, an estimated $1.41K.
  • Scarborough Advisors first reported a position in Union Bankshares in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Union Bankshares position peaked at $6.8K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.