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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
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

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
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

True Wealth Design's UNB Position: Q2 2026 in Review

True Wealth Design opened a new position in Union Bankshares (UNB) in Q2 2026: 5 shares worth $122. The stake represents ﹤0.01% of the portfolio and ranks #2523 among its holdings. This is a return to the name: True Wealth Design previously reported a position in UNB as recently as Q3 2025.

True Wealth Design first reported a position in UNB in Q3 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • True Wealth Design held 5 shares of Union Bankshares worth $122 as of Q2 2026.
  • Union Bankshares was a new True Wealth Design position in Q2 2026.
  • Union Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2523 holding.
  • True Wealth Design first reported a position in Union Bankshares in Q3 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.