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 $5.99 billion in total holdings as of June 30, 2026.
Union Bankshares owns shares of 1,701 different stocks, but just 118 companies or ETFs make up 80% of its holdings.
Approximately 61.55% of the portfolio was purchased this quarter.
About 0.87% of the portfolio was sold this quarter.
This quarter, Union Bankshares has purchased 1,750 new stocks and bought additional shares in 647 stocks.
Union Bankshares sold shares of 275 stocks and completely divested from 178 stocks this quarter.

Largest Holdings

Apple: $255,073,399
NVIDIA: $248,570,455
iShares Core S&P 500 ETF: $199,826,869
iShares Core S&P Mid-Cap ETF: $180,364,317
Microsoft: $177,718,519

Largest New Holdings this Quarter

46438G422 - ISHARES TR: $19,451,890 Holding
438516205 - HONEYWELL INTL INC: $7,672,071 Holding
43849R105 - HONEYWELL AEROSPACE INC: $7,591,004 Holding
46138E222 - Invesco S&P International Developed Momentum ETF: $770,325 Holding
314352105 - FEDEX FGHT HLDG CO INC: $521,403 Holding

Largest Purchases this Quarter

NVIDIA: 1,106,162 shares (about $221.33M)
Apple: 721,338 shares (about $208.73M)
iShares Core S&P Mid-Cap ETF: 2,242,860 shares (about $172.95M)
iShares Core S&P 500 ETF: 230,339 shares (about $172.50M)
iShares Russell Top 200 Growth ETF: 559,493 shares (about $162.60M)

Largest Sales this Quarter

WisdomTree U.S. MidCap Dividend Fund: 50,240 shares (about $2.84M)
iShares iBonds Dec 2026 Term Corporate ETF: 106,308 shares (about $2.58M)
CVS Health: 17,984 shares (about $1.86M)
Abbott Laboratories: 16,406 shares (about $1.49M)
Citigroup: 9,883 shares (about $1.38M)

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	$255,073,399	$208,726,327 â–²	450.4%	881,509	4.3%	Technology
NVDA NVIDIA	$248,570,455	$221,331,998 â–²	812.6%	1,242,293	4.2%	Technology
IVV iShares Core S&P 500 ETF	$199,826,869	$172,498,402 â–²	631.2%	266,831	3.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$180,364,317	$172,946,951 â–²	2,331.6%	2,339,052	3.0%	ETF
MSFT Microsoft	$177,718,519	$2,274,301 â–²	1.3%	476,432	3.0%	Technology
IWY iShares Russell Top 200 Growth ETF	$162,957,318	$162,599,855 â–²	45,487.2%	560,723	2.7%	ETF
GOOG Alphabet	$121,481,852	$113,770,053 â–²	1,475.3%	343,819	2.0%	Communication Services
IWR iShares Russell Mid-Cap ETF	$114,276,628	$113,900,106 â–²	30,250.6%	1,035,865	1.9%	ETF
AMZN Amazon.com	$111,864,304	$1,499,399 â–²	1.4%	469,347	1.9%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$105,893,881	$87,866,809 â–²	487.4%	714,004	1.8%	ETF
JPM JPMorgan Chase & Co.	$95,455,148	$73,293,889 â–²	330.7%	291,617	1.6%	Finance
GOOGL Alphabet	$91,834,944	$55,009,480 â–²	149.4%	256,975	1.5%	Communication Services
PANW Palo Alto Networks	$80,969,488	$4,064,963 â–²	5.3%	237,433	1.4%	Technology
JEPI JPMorgan Equity Premium Income ETF	$79,435,128	$7,141,220 â–²	9.9%	1,406,429	1.3%	ETF
AVGO Broadcom	$78,968,550	$73,259,621 â–²	1,283.2%	209,050	1.3%	Technology
SPY SPDR S&P 500 ETF Trust	$77,184,747	$74,987,747 â–²	3,413.2%	103,358	1.3%	ETF
BRK.B Berkshire Hathaway	$70,548,031	$69,592,786 â–²	7,285.3%	140,986	1.2%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$66,691,531	$699,844 â–²	1.1%	1,345,944	1.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$58,686,991	$56,911,752 â–²	3,205.9%	83,440	1.0%	ETF
LLY Eli Lilly and Company	$54,174,504	$44,926,924 â–²	485.8%	45,167	0.9%	Healthcare
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$53,310,609	$49,027,101 â–²	1,144.6%	3,202,800	0.9%	ETF
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$52,862,699	$48,562,675 â–²	1,129.4%	2,577,411	0.9%	ETF
META Meta Platforms	$52,838,293	$44,715,651 â–²	550.5%	93,803	0.9%	Communication Services
KLAC KLA	$52,832,438	$47,335,282 â–²	861.1%	175,110	0.9%	Technology
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$50,327,990	$46,055,486 â–²	1,078.0%	3,071,589	0.8%	ETF
RTX RTX	$46,962,623	$35,245,873 â–²	300.8%	247,524	0.8%	Industrials
ISHARES TR	$46,944,270	$35,884,602 â–²	324.5%	1,849,299	0.8%	IBONDS DEC 2034
JNJ Johnson & Johnson	$45,889,079	$628,830 â–²	1.4%	180,687	0.8%	Healthcare
GS The Goldman Sachs Group	$45,446,332	$36,410 â–²	0.1%	44,935	0.8%	Finance
IBTO iShares iBonds Dec 2033 Term Treasury ETF	$43,762,318	$34,970,766 â–²	397.8%	1,813,486	0.7%	ETF
V Visa	$43,637,871	$33,787,091 â–²	343.0%	127,191	0.7%	Finance
ATLANTIC UN BANKSHARES CORP	$43,278,786	$40,144,460 â–²	1,280.8%	1,022,897	0.7%	COM
VONG Vanguard Russell 1000 Growth ETF	$42,339,445	$5,097,313 â–²	13.7%	331,269	0.7%	ETF
IUSV iShares Core S&P U.S. Value ETF	$41,321,107	$38,990,444 â–²	1,672.9%	375,135	0.7%	ETF
ISHARES TR	$40,763,324	$28,391,800 â–²	229.5%	1,668,003	0.7%	IBONDS DEC 2044
HD Home Depot	$40,213,527	$28,797,205 â–²	252.2%	114,022	0.7%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$39,507,934	$24,734,783 â–²	167.4%	82,727	0.7%	Technology
VEA Vanguard FTSE Developed Markets ETF	$38,502,406	$36,710,826 â–²	2,049.1%	540,385	0.6%	ETF
WALMART INC	$38,498,821	$23,543,046 â–²	157.4%	339,915	0.6%	COM
AVSC Avantis U.S. Small Cap Equity ETF	$35,881,522	$22,985,563 â–²	178.2%	489,249	0.6%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$35,335,638	$34,614,879 â–²	4,802.6%	187,866	0.6%	ETF
CSCO Cisco Systems	$34,339,238	$24,470,002 â–²	247.9%	292,348	0.6%	Technology
ABBV AbbVie	$34,020,923	$801,975 â–²	2.4%	135,197	0.6%	Healthcare
XOM ExxonMobil	$33,455,959	$23,226,697 â–²	227.1%	244,704	0.6%	Energy
COST Costco Wholesale	$33,001,987	$123,480 â–¼	-0.4%	35,279	0.6%	Consumer Staples
CAT Caterpillar	$32,342,555	$2,081,842 â–²	6.9%	30,372	0.5%	Industrials
ETN Eaton	$31,829,486	$432,938 â–²	1.4%	74,696	0.5%	Industrials
MA Mastercard	$31,012,842	$24,693,994 â–²	390.8%	60,383	0.5%	Finance
TJX TJX Companies	$30,558,354	$19,788,960 â–²	183.8%	201,705	0.5%	Consumer Discretionary
XMHQ Invesco S&P MidCap Quality ETF	$30,027,505	$705,499 â–²	2.4%	266,013	0.5%	ETF
QCOM Qualcomm	$29,379,758	$21,551,500 â–²	275.3%	158,990	0.5%	Technology
AXP American Express	$28,953,607	$772,903 â–²	2.7%	85,598	0.5%	Finance
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$27,791,595	$25,413,256 â–²	1,068.5%	1,416,854	0.5%	ETF
VUG Vanguard Growth ETF	$27,113,637	$26,762,358 â–²	7,618.5%	314,762	0.5%	ETF
LOW Lowe's Companies	$26,361,077	$25,418,696 â–²	2,697.3%	119,556	0.4%	Consumer Discretionary
TSLA Tesla	$25,228,917	$2,854,199 â–²	12.8%	59,983	0.4%	Consumer Discretionary
MCD McDonald's	$24,909,094	$15,153,595 â–²	155.3%	92,150	0.4%	Consumer Discretionary
ORCL Oracle	$24,771,448	$15,764,208 â–²	175.0%	169,031	0.4%	Technology
TMO Thermo Fisher Scientific	$22,921,219	$18,553,363 â–²	424.8%	45,718	0.4%	Healthcare
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$22,900,656	$21,198,796 â–²	1,245.6%	1,232,875	0.4%	ETF
PM Philip Morris International	$22,126,940	$19,678,140 â–²	803.6%	122,309	0.4%	Consumer Staples
DFAT Dimensional U.S. Targeted Value ETF	$22,036,080	$1,475,382 â–²	7.2%	315,251	0.4%	ETF
ASML ASML	$21,700,813	$439,666 â–²	2.1%	10,908	0.4%	Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$21,552,570	$21,306,055 â–²	8,642.9%	183,426	0.4%	ETF
BKNG Booking	$20,544,332	$19,748,489 â–²	2,481.5%	115,262	0.3%	Consumer Discretionary
NEE NextEra Energy	$20,385,009	$18,454,333 â–²	955.8%	232,255	0.3%	Utilities
AVEM Avantis Emerging Markets Equity ETF	$20,238,199	$20,188,410 â–²	40,548.1%	209,744	0.3%	ETF
GLW Corning	$19,906,687	$14,521,199 â–²	269.6%	77,934	0.3%	Technology
ISHARES TR	$19,451,890	$19,451,890 â–²	New Holding	775,439	0.3%	IBONDS DEC 2035
BLACKROCK INC	$18,870,222	$595,193 â–²	3.3%	19,625	0.3%	COM
DFUV Dimensional US Marketwide Value ETF	$18,828,564	$1,532,250 â–²	8.9%	342,275	0.3%	ETF
MRK Merck & Co., Inc.	$18,687,457	$690,300 â–¼	-3.6%	145,428	0.3%	Healthcare
CVX Chevron	$18,647,644	$481,035 â–¼	-2.5%	112,498	0.3%	Energy
COF Capital One Financial	$18,374,386	$10,530,344 â–²	134.2%	91,588	0.3%	Finance
IYW iShares U.S. Technology ETF	$18,360,812	$14,104,183 â–²	331.3%	72,794	0.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$17,898,474	$17,686,964 â–²	8,362.2%	185,323	0.3%	ETF
NFLX Netflix	$17,425,528	$14,957,230 â–²	606.0%	244,055	0.3%	Communication Services
GILD Gilead Sciences	$17,370,488	$16,203,233 â–²	1,388.1%	137,490	0.3%	Healthcare
PEP PepsiCo	$16,771,662	$9,922,750 â–²	144.9%	123,868	0.3%	Consumer Staples
LMT Lockheed Martin	$16,545,463	$191,554 â–¼	-1.1%	32,477	0.3%	Industrials
XLU Utilities Select Sector SPDR Fund	$16,378,577	$10,186,810 â–²	164.5%	361,239	0.3%	ETF
SCHW Charles Schwab	$15,907,944	$10,288,409 â–²	183.1%	172,406	0.3%	Finance
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$15,579,900	$14,037,719 â–²	910.3%	765,033	0.3%	ETF
ISRG Intuitive Surgical	$15,538,949	$13,740,242 â–²	763.9%	39,074	0.3%	Healthcare
RDVY First Trust Rising Dividend Achievers ETF	$15,343,504	$484,981 â–²	3.3%	189,286	0.3%	ETF
XLB Materials Select Sector SPDR Fund	$14,922,316	$8,786,779 â–²	143.2%	293,573	0.2%	ETF
DHR Danaher	$14,568,160	$8,348,772 â–²	134.2%	76,481	0.2%	Healthcare
NSC Norfolk Southern	$14,376,292	$10,193,143 â–²	243.7%	45,698	0.2%	Industrials
DFUS Dimensional U.S. Equity ETF	$14,272,114	$2,518,093 â–²	21.4%	174,178	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$14,126,919	$235,858 â–¼	-1.6%	279,354	0.2%	ETF
ABT Abbott Laboratories	$14,080,771	$1,488,681 â–¼	-9.6%	155,177	0.2%	Healthcare
WM Waste Management	$14,010,043	$7,887,740 â–²	128.8%	62,859	0.2%	Industrials
FEZ SPDR EURO STOXX 50 ETF	$13,966,765	$121,564 â–¼	-0.9%	203,360	0.2%	ETF
ARISTA NETWORKS INC	$13,737,666	$239,021 â–²	1.8%	80,867	0.2%	COM SHS
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$13,700,229	$13,504,679 â–²	6,906.0%	165,762	0.2%	ETF
PWR Quanta Services	$13,487,792	$8,109,812 â–²	150.8%	18,732	0.2%	Industrials
UNP Union Pacific	$13,370,003	$10,009,414 â–²	297.8%	49,154	0.2%	Industrials
MAR Marriott International	$13,268,647	$8,936,807 â–²	206.3%	35,804	0.2%	Consumer Discretionary
CRWD CrowdStrike	$13,225,217	$13,205,375 â–²	66,553.8%	17,330	0.2%	Technology
XLK Technology Select Sector SPDR Fund	$13,132,356	$11,911,313 â–²	975.5%	68,929	0.2%	ETF

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

Advanced Stock Screeners and Research Tools

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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