Wells Fargo’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 | $51K | Sell |
2,096
-2,661
| -56% | -$64.2K | ﹤0.01% | 5449 |
|
|
2025
Q4 | $113K | Buy |
4,757
+1,716
| +56% | +$40.4K | ﹤0.01% | 5338 |
|
|
2025
Q3 | $75.3K | Buy |
3,041
+361
| +13% | +$9.65K | ﹤0.01% | 5439 |
|
|
2025
Q2 | $71.3K | Buy |
2,680
+1,910
| +248% | +$58.1K | ﹤0.01% | 5370 |
|
|
2025
Q1 | $24.2K | Hold |
770
| – | – | ﹤0.01% | 5649 |
|
|
2024
Q4 | $22.3K | Hold |
770
| – | – | ﹤0.01% | 5738 |
|
|
2024
Q3 | $20K | Sell |
770
-3,000
| -80% | -$74K | ﹤0.01% | 5641 |
|
|
2024
Q2 | $81K | Sell |
3,770
-13,629
| -78% | -$344K | ﹤0.01% | 5067 |
|
|
2024
Q1 | $531K | Sell |
17,399
-2,503
| -13% | -$76.3K | ﹤0.01% | 3845 |
|
|
2023
Q4 | $610K | Buy |
19,902
+2
| +0% | +$55 | ﹤0.01% | 3734 |
|
|
2023
Q3 | $427K | Buy |
19,900
+1
| +0% | +$22 | ﹤0.01% | 3881 |
|
|
2023
Q2 | $463K | Sell |
19,899
-23
| -0.1% | -$504 | ﹤0.01% | 4005 |
|
|
2023
Q1 | $441K | Buy |
19,922
+18,195
| +1,054% | +$451K | ﹤0.01% | 3935 |
|
|
2022
Q4 | $41.5K | Buy |
1,727
+300
| +21% | +$7.21K | ﹤0.01% | 4955 |
|
|
2022
Q3 | $33K | Hold |
1,427
| – | – | ﹤0.01% | 5147 |
|
|
2022
Q2 | $38K | Buy |
1,427
+402
| +39% | +$11.7K | ﹤0.01% | 5153 |
|
|
2022
Q1 | $32K | Sell |
1,025
-1
| -0.1% | -$31 | ﹤0.01% | 5847 |
|
|
2021
Q4 | $31K | Hold |
1,026
| – | – | ﹤0.01% | 6180 |
|
|
2021
Q3 | $33K | Hold |
1,026
| – | – | ﹤0.01% | 5788 |
|
|
2021
Q2 | $37K | Hold |
1,026
| – | – | ﹤0.01% | 5674 |
|
|
2021
Q1 | $31K | Sell |
1,026
-3,832
| -79% | -$106K | ﹤0.01% | 6020 |
|
|
2020
Q4 | $125K | Sell |
4,858
-1,293
| -21% | -$31.9K | ﹤0.01% | 5273 |
|
|
2020
Q3 | $124K | Sell |
6,151
-47
| -0.8% | -$896 | ﹤0.01% | 5174 |
|
|
2020
Q2 | $116K | Sell |
6,198
-2,454
| -28% | -$51.3K | ﹤0.01% | 5156 |
|
|
2020
Q1 | $195K | Buy |
8,652
+1,708
| +25% | +$52.1K | ﹤0.01% | 4712 |
|
|
2019
Q4 | $252K | Buy |
6,944
+47
| +0.7% | +$1.6K | ﹤0.01% | 4821 |
|
|
2019
Q3 | $218K | Buy |
6,897
+550
| +9% | +$17.4K | ﹤0.01% | 4911 |
|
|
2019
Q2 | $234K | Sell |
6,347
-343
| -5% | -$12.9K | ﹤0.01% | 4889 |
|
|
2019
Q1 | $302K | Buy |
6,690
+70
| +1% | +$3.27K | ﹤0.01% | 4619 |
|
|
2018
Q4 | $316K | Buy |
6,620
+221
| +3% | +$10.4K | ﹤0.01% | 4636 |
|
|
2018
Q3 | $339K | Buy |
6,399
+93
| +1% | +$4.89K | ﹤0.01% | 4707 |
|
|
2018
Q2 | $327K | Sell |
6,306
-318
| -5% | -$16.4K | ﹤0.01% | 4744 |
|
|
2018
Q1 | $336K | Buy |
6,624
+1,042
| +19% | +$54.3K | ﹤0.01% | 4661 |
|
|
2017
Q4 | $296K | Buy |
5,582
+1,497
| +37% | +$75.1K | ﹤0.01% | 4761 |
|
|
2017
Q3 | $198K | Buy |
4,085
+1,508
| +59% | +$66.9K | ﹤0.01% | 4932 |
|
|
2017
Q2 | $124K | Hold |
2,577
| – | – | ﹤0.01% | 5073 |
|
|
2017
Q1 | $103K | Hold |
2,577
| – | – | ﹤0.01% | 5187 |
|
|
2016
Q4 | $117K | Buy |
2,577
+1,777
| +222% | +$69.2K | ﹤0.01% | 5075 |
|
|
2016
Q3 | $27K | Buy |
800
+799
| +79,900% | +$27.6K | ﹤0.01% | 5516 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | +$31 | ﹤0.01% | 6335 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$28 | – | 6434 |
|
|
2015
Q4 | $0 | Buy |
+1
| New | +$27 | ﹤0.01% | 6426 |
|
|
2014
Q4 | – | Sell |
-1
| Closed | -$24 | – | 6417 |
|
|
2014
Q3 | $0 | Buy |
+1
| New | +$25 | ﹤0.01% | 6353 |
|
|
2014
Q2 | – | Sell |
-1
| Closed | -$24 | – | 6289 |
|
|
2014
Q1 | $0 | Buy |
+1
| New | +$23 | ﹤0.01% | 6084 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | -$22 | – | 5933 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5851 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | +$21 | ﹤0.01% | 5704 |
|
Other funds holding UNB
VCM
CCMINC
CS
VFT
Wells Fargo's UNB Position: Q1 2026 in Review
Wells Fargo reduced its Union Bankshares (UNB) stake by 56% in Q1 2026, selling an estimated $64.2K and leaving 2,096 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #5449.
Wells Fargo first reported a position in UNB in Q2 2013 and has held it in 45 quarters since. The position peaked at $610K in Q4 2023. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.
- Wells Fargo held 2,096 shares of Union Bankshares worth $51K as of Q1 2026.
- Wells Fargo sold 2,661 Union Bankshares shares in Q1 2026, an estimated $64.2K.
- Union Bankshares made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5449 holding.
- Wells Fargo first reported a position in Union Bankshares in Q2 2013 and has held it in 45 quarters since.
- Wells Fargo's Union Bankshares position peaked at $610K in Q4 2023.
- 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.