True Wealth Design
UNB icon

True Wealth Design’s Union Bankshares UNB Stock Holding History

True Wealth Design’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
Q3 		$23 Sell
1
-4
-80% -$96 ﹤0.01% 2546
2026
Q2 		$122 Buy
+5
New +$120 ﹤0.01% 2523
2025
Q4 		– Sell
-1
Closed -$25 – 2822
2025
Q3 		$25 Buy
+1
New +$27 ﹤0.01% 2646

Other funds holding UNB

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Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design's UNB Position: Q3 2026 in Review

True Wealth Design reduced its Union Bankshares (UNB) stake by 80% in Q3 2026, selling an estimated $96 and leaving 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

True Wealth Design first reported a position in UNB in Q3 2025 and has held it in 3 quarters since. The position peaked at $122 in Q2 2026. 9 funds tracked by Wall St. Rank hold UNB as of Q3 2026.

  • True Wealth Design held 1 share of Union Bankshares worth $23 as of Q3 2026.
  • True Wealth Design sold 4 Union Bankshares shares in Q3 2026, an estimated $96.
  • Union Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2546 holding.
  • True Wealth Design first reported a position in Union Bankshares in Q3 2025 and has held it in 3 quarters since.
  • True Wealth Design's Union Bankshares position peaked at $122 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Union Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.