UBS Group’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33K | Buy |
1,357
+183
| +16% | +$4.41K | ﹤0.01% | 7626 |
|
|
2025
Q4 | $27.9K | Sell |
1,174
-538
| -31% | -$12.7K | ﹤0.01% | 7574 |
|
|
2025
Q3 | $42.4K | Sell |
1,712
-731
| -30% | -$19.5K | ﹤0.01% | 7682 |
|
|
2025
Q2 | $65K | Sell |
2,443
-700
| -22% | -$21.3K | ﹤0.01% | 7565 |
|
|
2025
Q1 | $98.9K | Buy |
3,143
+2,061
| +190% | +$62.9K | ﹤0.01% | 7061 |
|
|
2024
Q4 | $31.3K | Buy |
+1,082
| New | +$32.7K | ﹤0.01% | 7571 |
|
|
2024
Q3 | – | Sell |
-2,458
| Closed | -$52.8K | – | 10087 |
|
|
2024
Q2 | $52.8K | Buy |
2,458
+1,254
| +104% | +$31.6K | ﹤0.01% | 6650 |
|
|
2024
Q1 | $36.7K | Buy |
1,204
+488
| +68% | +$14.9K | ﹤0.01% | 6655 |
|
|
2023
Q4 | $21.9K | Buy |
716
+614
| +602% | +$16.8K | ﹤0.01% | 7052 |
|
|
2023
Q3 | $2.19K | Buy |
+102
| New | +$2.26K | ﹤0.01% | 7748 |
|
|
2023
Q2 | – | Sell |
-241
| Closed | -$5.33K | – | 9686 |
|
|
2023
Q1 | $5.33K | Buy |
+241
| New | +$5.97K | ﹤0.01% | 8049 |
|
|
2021
Q3 | – | Sell |
-3,116
| Closed | -$113K | – | 10109 |
|
|
2021
Q2 | $113K | Buy |
3,116
+2,316
| +290% | +$77.4K | ﹤0.01% | 5784 |
|
|
2021
Q1 | $24K | Hold |
800
| – | – | ﹤0.01% | 7213 |
|
|
2020
Q4 | $21K | Sell |
800
-698
| -47% | -$17.2K | ﹤0.01% | 6919 |
|
|
2020
Q3 | $30K | Sell |
1,498
-4
| -0.3% | -$76 | ﹤0.01% | 5999 |
|
|
2020
Q2 | $28K | Sell |
1,502
-3,450
| -70% | -$72.1K | ﹤0.01% | 6324 |
|
|
2020
Q1 | $111K | Sell |
4,952
-2,352
| -32% | -$71.8K | ﹤0.01% | 5203 |
|
|
2019
Q4 | $265K | Buy |
7,304
+1,750
| +32% | +$59.6K | ﹤0.01% | 5395 |
|
|
2019
Q3 | $176K | Buy |
5,554
+1,346
| +32% | +$42.6K | ﹤0.01% | 5342 |
|
|
2019
Q2 | $156K | Buy |
4,208
+1,379
| +49% | +$51.9K | ﹤0.01% | 5083 |
|
|
2019
Q1 | $128K | Sell |
2,829
-881
| -24% | -$41.2K | ﹤0.01% | 4903 |
|
|
2018
Q4 | $177K | Buy |
3,710
+87
| +2% | +$4.09K | ﹤0.01% | 5053 |
|
|
2018
Q3 | $193K | Buy |
3,623
+842
| +30% | +$44.2K | ﹤0.01% | 5095 |
|
|
2018
Q2 | $144K | Buy |
2,781
+720
| +35% | +$37.1K | ﹤0.01% | 5184 |
|
|
2018
Q1 | $104K | Sell |
2,061
-58
| -3% | -$3.02K | ﹤0.01% | 5197 |
|
|
2017
Q4 | $113K | Sell |
2,119
-302
| -12% | -$15.2K | ﹤0.01% | 5270 |
|
|
2017
Q3 | $117K | Buy |
2,421
+150
| +7% | +$6.66K | ﹤0.01% | 5223 |
|
|
2017
Q2 | $108K | Buy |
2,271
+628
| +38% | +$26.9K | ﹤0.01% | 5116 |
|
|
2017
Q1 | $71K | Buy |
1,643
+365
| +29% | +$15.3K | ﹤0.01% | 5284 |
|
|
2016
Q4 | $58K | Sell |
1,278
-4,986
| -80% | -$194K | ﹤0.01% | 5709 |
|
|
2016
Q3 | $213K | Buy |
6,264
+307
| +5% | +$10.6K | ﹤0.01% | 4505 |
|
|
2016
Q2 | $217K | Sell |
5,957
-2,055
| -26% | -$64K | ﹤0.01% | 4495 |
|
|
2016
Q1 | $229K | Buy |
8,012
+2,460
| +44% | +$69K | ﹤0.01% | 4397 |
|
|
2015
Q4 | $155K | Buy |
5,552
+125
| +2% | +$3.41K | ﹤0.01% | 4874 |
|
|
2015
Q3 | $144K | Sell |
5,427
-810
| -13% | -$21.3K | ﹤0.01% | 4911 |
|
|
2015
Q2 | $163K | Sell |
6,237
-3,010
| -33% | -$79.1K | ﹤0.01% | 5042 |
|
|
2015
Q1 | $234K | Buy |
9,247
+377
| +4% | +$9.4K | ﹤0.01% | 4754 |
|
|
2014
Q4 | $210K | Buy |
+8,870
| New | +$214K | ﹤0.01% | 4999 |
|
Other funds holding UNB
VCM
CCMINC
CS
VFT
UBS Group's UNB Position: Q1 2026 in Review
UBS Group increased its Union Bankshares (UNB) stake by 16% in Q1 2026, buying an estimated $4.41K and bringing the position to 1,357 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #7626.
UBS Group first reported a position in UNB in Q4 2014 and has held it in 38 quarters since. The position peaked at $265K in Q4 2019. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.
- UBS Group held 1,357 shares of Union Bankshares worth $33K as of Q1 2026.
- UBS Group bought 183 Union Bankshares shares in Q1 2026, an estimated $4.41K.
- Union Bankshares made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7626 holding.
- UBS Group first reported a position in Union Bankshares in Q4 2014 and has held it in 38 quarters since.
- UBS Group's Union Bankshares position peaked at $265K in Q4 2019.
- 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.