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Peak shares owned by Union Bankshares

Quarter-by-quarter ownership of Peak (DOC) shares owned by Union Bankshares from 13F filings

Historical chart of Union Bankshares investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Union Bankshares

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 16k 18.75

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Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Microsoft Corp Stock (MSFT)
Avantis U.s Small Cap Equity Etf Etf (AVSC)
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Ishares Ibonds Dec 2033 Term Treasury Etf Etf (IBTO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Kla Corp Stock (KLAC)
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)
Nvidia Corporation Stock (NVDA)

View all positions for Union Bankshares

Top funds holding Peak

Vanguard Group
Jpmorgan Chase & Co
Legal & General Group
Norges Bank Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Cullen Capital Management
Ubs Global Asset Management Americas
Sumitomo Mitsui Trust Holdings
Ing Clarion Real Estate Securities
Barclays
Nuance Investments
Bank of America Corporation

View all funds holding Peak