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Union Bankshares shares owned by Root Financial Partners

Quarter-by-quarter ownership of Union Bankshares (UNB) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Union Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Union Bankshares by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $72 3 24.33

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

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