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Union Bankshares UNB Wealth management income

Wealth management income at other companies

Provident Financial Services logo
Provident Financial ServicesPFS
$7.4M+1.0%
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TrustmarkTRMK
$10.39M+8.9%
Midland States Bancorp logo
Midland States BancorpMSBI
$8.25M+12.2%
Trustmark logo
TrustmarkTRMK
$10.24M+9.4%
Peapack-Gladstone Financial logo
Peapack-Gladstone FinancialPGC
$16.5M+6.9%
Renasant logo
RenasantRNST
$8.68M+22.8%

Other financials

Income statement

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Revenue$13.8M+8.5%
Net income$3.0M+20.1%
EPS (diluted)$0.65+18.2%

Balance sheet

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Cash & equivalents$29.8M+118%
Total debt$2.4M-4.0%
Total equity$80.6M+15.0%
Total assets$1.6B+6.6%

Cash flow

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Operating cash flow$2.6M-35.2%
CapEx$180.0K+25.9%
Free cash flow$2.5M-37.5%

Valuation

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Market cap$111.94M-5.3%
P/E9.7×-3.2×
P/S2×-0.3×

Profitability

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Net margin20.8%+2.9pp
FCF margin26.8%-0.7pp

Returns & leverage

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Return on equity15.4%+2.2pp
Debt / equity0×0.0×

Where this comes from

Reported directly by Union Bankshares in its filing.

Tagged under the XBRL concept unb:WealthManagementIncome.

The official record: Union Bankshares’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Union Bankshares's wealth management income?
Union Bankshares (UNB) reported wealth management income of $304K in Q1 2026.
How has Union Bankshares's wealth management income changed year-over-year?
Union Bankshares's wealth management income increased by 10.1% year-over-year, from $276K to $304K.
What is the long-term trend for Union Bankshares's wealth management income?
Over 3 years (2022 to 2025), Union Bankshares's wealth management income has grown at a 12.3% compound annual growth rate (CAGR), from $838K to $1.19M.
What does wealth management income mean?
Revenue generated from providing investment advisory, trust, and financial planning services to clients. This represents a non-interest income stream that diversifies the bank's revenue base beyond traditional lending.