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Union Bankshares shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Union Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Union Bankshares by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $25 1 25.00

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View all positions for True Wealth Design

Top funds holding Union Bankshares

FMR
Vanguard Group
BlackRock
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
Morgan Stanley
TrueMark Investments
Charles Schwab Investment Management

View all funds holding Union Bankshares