Wealth Enhancement Trust Services’s Union Bankshares UNB Stock Holding History

Wealth Enhancement Trust Services’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	$24	Buy	+1	New	+$24	﹤0.01%	1494

Other funds holding UNB

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Wealth Enhancement Trust Services's UNB Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Union Bankshares (UNB) in Q2 2026: 1 share worth $24. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings.

10 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

Wealth Enhancement Trust Services held 1 share of Union Bankshares worth $24 as of Q2 2026.
Union Bankshares was a new Wealth Enhancement Trust Services position in Q2 2026.
Union Bankshares made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1494 holding.
10 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.