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TrueMark Investments’s Union Bankshares UNB Stock Holding History

TrueMark Investments’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
2025
Q4 		– Sell
-14,960
Closed -$370K – 288
2025
Q3 		$370K Buy
+14,960
New +$400K 0.06% 150

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CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

TrueMark Investments's UNB Position: Q4 2025 in Review

TrueMark Investments sold out of Union Bankshares (UNB) in Q4 2025, closing a stake of 14,960 shares — an estimated $370K sold.

TrueMark Investments first reported a position in UNB in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 49 funds tracked by Wall St. Rank hold UNB as of Q4 2025.

  • TrueMark Investments reported no remaining Union Bankshares position as of Q4 2025 after selling out during the quarter.
  • TrueMark Investments sold 14,960 Union Bankshares shares in Q4 2025, an estimated $370K.
  • TrueMark Investments first reported a position in Union Bankshares in Q3 2025 and held it in 1 quarter.
  • TrueMark Investments's Union Bankshares position peaked at $370K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2025.

Based on TrueMark Investments's 13F filing for Q4 2025, filed 14 Jan 2026.