Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Union Bankshares NASDAQ: UBSH has filed 13-F forms with the SEC as an investor. Union Bankshares is itself a publicly traded company. Union Bankshares Corporation operates as the holding company for Union Bank & Trust that provides banking and related financial services to consumers and businesses. It accepts various deposit products, including checking, savings, NOW, time deposit, and money market accounts, as well as certificates of deposit and other depository services. For more information on Union Bankshares stock, visit the Union Bankshares stock profile here.

Investment Activity

Union Bankshares has $6.11 billion in total holdings as of June 30, 2026.
Union Bankshares owns shares of 1,917 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
Approximately 5.47% of the portfolio was purchased this quarter.
About 6.42% of the portfolio was sold this quarter.
This quarter, Union Bankshares has purchased 1,723 new stocks and bought additional shares in 435 stocks.
Union Bankshares sold shares of 525 stocks and completely divested from 83 stocks this quarter.

Largest Holdings

Apple: $287,358,349
NVIDIA: $284,946,863
Microsoft: $242,762,133
iShares Core S&P 500 ETF: $207,586,615
iShares Russell Top 200 Growth ETF: $172,904,553

Largest New Holdings this Quarter

46438G141 - ISHARES TR: $17,898,679 Holding
90139K100 - GMO ETF TRUST: $15,410,359 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $5,298,625 Holding
25239Y170 - DFA INVT DIMENSIONS GROUP IN: $3,924,191 Holding
922040845 - VANGUARD INSTL INDEX FD: $946,500 Holding

Largest Purchases this Quarter

INVESCO EXCH TRD SLF IDX FD: 2,565,078 shares (about $51.30M)
ISHARES TR: 784,806 shares (about $17.90M)
GMO ETF TRUST: 359,971 shares (about $15.41M)
PALANTIR TECHNOLOGIES INC: 74,134 shares (about $13.87M)
CrowdStrike: 52,339 shares (about $13.86M)

Largest Sales this Quarter

Vanguard Growth ETF: 314,062 shares (about $28.30M)
ISHARES TR: 1,252,442 shares (about $28.04M)
iShares iBonds Dec 2033 Term Treasury ETF: 1,167,104 shares (about $26.83M)
Vanguard Growth ETF: 283,158 shares (about $25.52M)
Dimensional U.S. Targeted Value ETF: 314,551 shares (about $20.90M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$287,358,349	$6,201,833 ▼	-2.1%	862,886	4.7%	Technology
NVDA NVIDIA	$284,946,863	$1,231,882 ▲	0.4%	1,247,687	4.7%	Technology
MSFT Microsoft	$242,762,133	$1,599,734 ▼	-0.7%	473,313	4.0%	Technology
IVV iShares Core S&P 500 ETF	$207,586,615	$3,234,183 ▲	1.6%	271,054	3.4%	ETF
IWY iShares Russell Top 200 Growth ETF	$172,904,553	$7,541,733 ▲	4.6%	586,296	2.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$165,821,858	$2,472,921 ▼	-1.5%	2,304,682	2.7%	ETF
IWR iShares Russell Mid-Cap ETF	$120,151,444	$9,614,254 ▲	8.7%	1,125,962	2.0%	ETF
GOOG Alphabet	$117,430,957	$278,044 ▲	0.2%	344,635	1.9%	Communication Services
AMZN Amazon.com	$115,496,154	$1,441,833 ▼	-1.2%	463,560	1.9%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$94,708,636	$1,767,299 ▼	-1.8%	286,275	1.6%	Finance
JEPI JPMorgan Equity Premium Income ETF	$91,820,580	$12,751,145 ▲	16.1%	1,633,237	1.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$88,073,499	$9,059,732 ▼	-9.3%	647,408	1.4%	ETF
GOOGL Alphabet	$87,191,245	$1,228,710 ▼	-1.4%	253,404	1.4%	Communication Services
PANW Palo Alto Networks	$86,463,100	$7,871,515 ▼	-8.3%	217,621	1.4%	Technology
SPY SPDR S&P 500 ETF Trust	$77,892,939	$931,174 ▼	-1.2%	102,137	1.3%	ETF
AVGO Broadcom	$74,898,584	$1,482,028 ▲	2.0%	213,270	1.2%	Technology
BRK.B Berkshire Hathaway	$69,229,497	$974,488 ▼	-1.4%	139,029	1.1%	Finance
META Meta Platforms	$68,580,278	$556,213 ▲	0.8%	94,570	1.1%	Communication Services
IQLT iShares MSCI Intl Quality Factor ETF	$65,886,972	$696,884 ▼	-1.0%	1,331,857	1.1%	ETF
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$60,211,013	$8,517,821 ▲	16.5%	3,730,546	1.0%	ETF
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$59,453,151	$8,974,553 ▲	17.8%	3,035,647	1.0%	ETF
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$57,128,623	$8,689,664 ▲	17.9%	3,622,614	0.9%	ETF
ISHARES TR	$54,850,364	$10,396,175 ▲	23.4%	2,281,781	0.9%	IBONDS DEC 2034
LLY Eli Lilly and Company	$54,227,587	$1,965,874 ▲	3.8%	46,866	0.9%	Healthcare
MDY SPDR S&P MidCap 400 ETF Trust	$53,705,369	$1,090,801 ▼	-2.0%	81,779	0.9%	ETF
INVESCO EXCH TRD SLF IDX FD	$51,308,222	$51,298,483 ▲	526,710.1%	2,565,565	0.8%	BUL 2033 COR ETF
JNJ Johnson & Johnson	$47,233,170	$601,752 ▼	-1.3%	178,414	0.8%	Healthcare
V Visa	$45,228,774	$474,674 ▼	-1.0%	125,870	0.7%	Finance
RTX RTX	$45,203,135	$749,654 ▼	-1.6%	243,486	0.7%	Industrials
IUSV iShares Core S&P U.S. Value ETF	$42,281,786	$911,905 ▲	2.2%	383,404	0.7%	ETF
AVSC Avantis U.S. Small Cap Equity ETF	$41,158,766	$7,332,090 ▲	21.7%	595,296	0.7%	ETF
VONG Vanguard Russell 1000 Growth ETF	$40,263,444	$2,447,093 ▼	-5.7%	312,289	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$39,704,955	$1,965,723 ▲	5.2%	87,036	0.7%	Technology
GS The Goldman Sachs Group	$39,393,931	$1,063,314 ▼	-2.6%	43,754	0.6%	Finance
ATLANTIC UN BANKSHARES CORP	$37,833,348	$985,600 ▼	-2.5%	996,926	0.6%	COM
VEA Vanguard FTSE Developed Markets ETF	$37,760,244	$396,334 ▼	-1.0%	534,772	0.6%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$36,372,221	$26,737 ▼	-0.1%	187,728	0.6%	ETF
WALMART INC	$36,091,104	$767,036 ▲	2.2%	347,296	0.6%	COM
ABBV AbbVie	$34,135,979	$1,230,260 ▼	-3.5%	130,494	0.6%	Healthcare
KLAC KLA	$33,377,669	$756,523 ▼	-2.2%	171,229	0.5%	Technology
COST Costco Wholesale	$32,091,828	$23,669 ▼	-0.1%	35,253	0.5%	Consumer Staples
ETN Eaton	$32,084,324	$13,321 ▼	0.0%	74,665	0.5%	Industrials
HD Home Depot	$31,968,939	$469,412 ▼	-1.4%	112,372	0.5%	Consumer Discretionary
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$31,933,602	$4,241,187 ▲	15.3%	1,633,850	0.5%	ETF
MA Mastercard	$30,821,280	$2,478,320 ▼	-7.4%	55,889	0.5%	Finance
CSCO Cisco Systems	$30,619,867	$845,541 ▼	-2.7%	284,492	0.5%	Technology
TMO Thermo Fisher Scientific	$30,485,990	$376,004 ▼	-1.2%	45,161	0.5%	Healthcare
XMHQ Invesco S&P MidCap Quality ETF	$28,965,257	$735,104 ▼	-2.5%	259,429	0.5%	ETF
ASML ASML	$28,955,923	$9,194,226 ▲	46.5%	15,983	0.5%	Technology
AVEM Avantis Emerging Markets Equity ETF	$27,531,501	$7,811,370 ▲	39.6%	292,826	0.5%	ETF
QCOM Qualcomm	$26,930,981	$2,329,582 ▼	-8.0%	146,332	0.4%	Technology
VUG Vanguard Growth ETF	$26,668,090	$1,695,152 ▼	-6.0%	295,950	0.4%	ETF
TJX TJX Companies	$26,193,583	$494,046 ▼	-1.9%	197,971	0.4%	Consumer Discretionary
AXP American Express	$25,509,902	$520,312 ▼	-2.0%	83,887	0.4%	Finance
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$25,187,617	$2,749,292 ▲	12.3%	1,383,935	0.4%	ETF
CAT Caterpillar	$24,582,062	$42,971 ▼	-0.2%	30,319	0.4%	Industrials
ISHARES TR	$24,140,432	$5,818,745 ▲	31.8%	1,021,709	0.4%	IBONDS DEC 2035
ORCL Oracle	$23,768,900	$561,006 ▲	2.4%	173,117	0.4%	Technology
TSLA Tesla	$23,050,997	$1,768,377 ▲	8.3%	64,967	0.4%	Consumer Discretionary
PM Philip Morris International	$22,733,359	$605,663 ▼	-2.6%	119,135	0.4%	Consumer Staples
CVX Chevron	$21,793,837	$1,179,309 ▼	-5.1%	106,723	0.4%	Energy
LOW Lowe's Companies	$21,362,004	$670,811 ▼	-3.0%	115,916	0.3%	Consumer Discretionary
DFAT Dimensional U.S. Targeted Value ETF	$21,159,459	$214,202 ▲	1.0%	318,475	0.3%	ETF
MCD McDonald's	$20,536,777	$744,558 ▼	-3.5%	88,926	0.3%	Consumer Discretionary
MRK Merck & Co., Inc.	$20,346,695	$785,399 ▼	-3.7%	140,023	0.3%	Healthcare
GILD Gilead Sciences	$19,991,035	$501,851 ▼	-2.4%	134,123	0.3%	Healthcare
BLACKROCK INC	$19,885,895	$882,595 ▼	-4.2%	18,791	0.3%	COM
IEFA iShares Core MSCI EAFE ETF	$19,681,829	$1,727,756 ▲	9.6%	203,157	0.3%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$19,052,442	$3,656,150 ▲	23.7%	946,705	0.3%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$19,032,864	$1,072,422 ▼	-5.3%	173,642	0.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$18,704,931	$120,175 ▼	-0.6%	340,090	0.3%	ETF
IYW iShares U.S. Technology ETF	$18,528,509	$754,703 ▼	-3.9%	69,945	0.3%	ETF
CRWD CrowdStrike	$18,444,869	$13,856,751 ▲	302.0%	69,669	0.3%	Technology
ISHARES TR	$17,898,679	$17,898,679 ▲	New Holding	784,806	0.3%	IBONDS DEC 2046
BKNG Booking	$17,549,510	$1,227,855 ▼	-6.5%	107,725	0.3%	Consumer Discretionary
NFLX Netflix	$17,331,630	$350,266 ▲	2.1%	249,089	0.3%	Communication Services
NEE NextEra Energy	$17,329,484	$261,454 ▼	-1.5%	228,803	0.3%	Utilities
COF Capital One Financial	$16,962,745	$720,151 ▼	-4.1%	87,858	0.3%	Finance
ISRG Intuitive Surgical	$16,933,295	$1,044,633 ▲	6.6%	41,643	0.3%	Healthcare
ARISTA NETWORKS INC	$16,377,366	$86,322 ▼	-0.5%	80,443	0.3%	COM SHS
DHR Danaher	$16,376,602	$567,835 ▼	-3.4%	73,918	0.3%	Healthcare
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$16,362,182	$3,381,412 ▲	26.0%	208,942	0.3%	ETF
LMT Lockheed Martin	$16,284,496	$254,111 ▼	-1.5%	31,978	0.3%	Industrials
SCHW Charles Schwab	$15,979,362	$871,648 ▼	-5.2%	163,488	0.3%	Finance
GMO ETF TRUST	$15,410,359	$15,410,359 ▲	New Holding	359,971	0.3%	US QUALITY ETF
RDVY First Trust Rising Dividend Achievers ETF	$15,318,032	$498,863 ▲	3.4%	195,658	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$15,167,588	$2,745,075 ▲	22.1%	186,885	0.2%	ETF
PEP PepsiCo	$14,868,138	$828,366 ▼	-5.3%	117,331	0.2%	Consumer Staples
IBTO iShares iBonds Dec 2033 Term Treasury ETF	$14,860,322	$26,831,721 ▼	-64.4%	646,382	0.2%	ETF
XLU Utilities Select Sector SPDR Fund	$14,671,957	$424,690 ▲	3.0%	372,007	0.2%	ETF
DFUS Dimensional U.S. Equity ETF	$14,493,696	$31,717 ▲	0.2%	174,560	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$14,479,755	$13,866,791 ▲	2,262.3%	77,411	0.2%	CL A
XLB Materials Select Sector SPDR Fund	$14,390,997	$93,991 ▲	0.7%	295,503	0.2%	ETF
NSC Norfolk Southern	$13,886,305	$234,534 ▼	-1.7%	44,939	0.2%	Industrials
QQQ Invesco QQQ	$13,780,349	$1,134,060 ▲	9.0%	18,628	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$13,568,355	$502,692 ▼	-3.6%	269,374	0.2%	ETF
DIS Walt Disney	$13,542,318	$387,712 ▼	-2.8%	129,097	0.2%	Communication Services
UNP Union Pacific	$13,370,148	$6,259 ▼	0.0%	49,131	0.2%	Industrials
ABT Abbott Laboratories	$13,352,165	$1,983,904 ▼	-12.9%	135,103	0.2%	Healthcare
PWR Quanta Services	$13,154,110	$1,118,610 ▲	9.3%	20,473	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Union Bankshares Top Holdings and 13F Report (2026)

About Union Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnion Bankshares

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools