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Union Bankshares shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in Union Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Union Bankshares by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8k 116 24.39

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Top funds holding Union Bankshares

BlackRock
Vanguard Group
Vanguard Capital Management
Cardinal Capital Management
Geode Capital Management
Northern Trust
Dimensional Fund Advisors
Spears Abacus Advisors
State Street Corporation
Trust Co Of Vermont
Goldman Sachs Group
Vanguard Fiduciary Trust
Vanguard Portfolio Management
Morgan Stanley
Renaissance Technologies

View all funds holding Union Bankshares