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Union Bankshares shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Union Bankshares (UNB) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Union Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Union Bankshares by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $24 1 24.00

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Top funds holding Union Bankshares

Vanguard Group
BlackRock
FMR
Cardinal Capital Management
Geode Capital Management
Northern Trust
Spears Abacus Advisors
Dimensional Fund Advisors
State Street Corporation
LPL Financial
Trust Co Of Vermont
Renaissance Technologies
Goldman Sachs Group
Charles Schwab Investment Management
Citadel Advisors

View all funds holding Union Bankshares