Union Bankshares Inc
UNB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000706863
In the last 90 days, Union Bankshares Inc insiders filed 3 open-market purchases and 0 sales; 50 institutions reported holding it in 13F filings for Q2 2026, worth $19.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Union Bankshares Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 50
- −2 vs. Q1 2026
- Shares held
- 787.8K
- −105.0K (−11.8%) vs. Q1 2026
- Total value
- $19.1M
- −$2.60M (−12.0%) vs. Q1 2026
- New holders
- 13
- 12 more added
- Sold out
- 15
- 17 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 50 | $19.1M |
| Q1 2026 | 53 | $21.7M |
| Q4 2025 | 49 | $21.8M |
| Q3 2025 | 50 | $26.4M |
| Q2 2025 | 37 | $29.0M |
| Q1 2025 | 35 | $28.8M |
| Q4 2024 | 33 | $26.0M |
| Q3 2024 | 27 | $19.3M |
| Q2 2024 | 28 | $15.7M |
| Q1 2024 | 29 | $24.0M |
| Q4 2023 | 31 | $20.8M |
| Q3 2023 | 25 | $11.1M |
| Q2 2023 | 24 | $11.3M |
| Q1 2023 | 26 | $11.4M |
| Q4 2022 | 28 | $11.4M |
| Q3 2022 | 27 | $11.7M |
| Q2 2022 | 26 | $14.6M |
| Q1 2022 | 29 | $18.2M |
| Q4 2021 | 30 | $18.0M |
| Q3 2021 | 31 | $19.9M |
| Q2 2021 | 35 | $21.6M |
| Q1 2021 | 31 | $16.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 151,233 | $3.67M | 0.00% | +1,759+1.2% | Added |
| Cardinal Capital Management | 104,509 | $2.54M | 0.31% | +1,949+1.9% | Added |
| Truffle Hound Capital, LLC | 80,000 | $1.94M | 1.22% | +80,000 | New |
| BlackRock, Inc. | 65,942 | $1.60M | 0.00% | −134,089−67.0% | Reduced |
| Geode Capital Management, LLC | 45,223 | $1.10M | 0.00% | −43,257−48.9% | Reduced |
| Dimensional Fund Advisors LP | 41,052 | $995.9K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 40,169 | $974.5K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 31,709 | $769.3K | 0.00% | +31,709 | New |
| Trust Co of Vermont | 29,323 | $711.4K | 0.03% | +29,323 | New |
| Vanguard Fiduciary Trust Co | 22,438 | $544.3K | 0.00% | −2,910−11.5% | Reduced |
| Renaissance Technologies LLC | 21,852 | $530.1K | 0.00% | +3,620+19.9% | Added |
| Morgan Stanley | 21,236 | $515.2K | 0.00% | +1,434+7.2% | Added |
| Goldman Sachs Group Inc | 16,723 | $405.7K | 0.00% | −12,383−42.5% | Reduced |
| Northern Trust Corp | 16,494 | $400.1K | 0.00% | −31,149−65.4% | Reduced |
| Jane Street Group, LLC | 13,966 | $338.8K | 0.00% | +13,966 | New |
| LPL Financial LLC | 13,924 | $337.8K | 0.00% | +51+0.4% | Added |
| AQR Capital Management LLC | 13,390 | $324.8K | 0.00% | +13,390 | New |
| State Street Corp | 11,191 | $271.5K | 0.00% | −25,384−69.4% | Reduced |
| HSBC Holdings PLC | 10,535 | $251.6K | 0.00% | +10,535 | New |
| Citadel Advisors LLC | 9,381 | $227.6K | 0.00% | −2,165−18.8% | Reduced |
| Squarepoint Ops LLC | 9,261 | $224.7K | 0.00% | +9,261 | New |
| Community Financial Services Group, LLC | 7,180 | $177.2K | 0.03% | −1,000−12.2% | Reduced |
| Barclays PLC | 2,913 | $70.7K | 0.00% | −850−22.6% | Reduced |
| Russell Investments Group, Ltd. | 2,050 | $49.7K | 0.00% | +1,578+334.3% | Added |
| Vanguard Global Advisers, LLC | 1,628 | $39.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,111 | $27.0K | 0.00% | −246−18.1% | Reduced |
| Wells Fargo & Company | 771 | $18.7K | 0.00% | −1,325−63.2% | Reduced |
| FMR LLC | 745 | $18.1K | 0.00% | +49+7.0% | Added |
| Hanson & Doremus Investment Management | 500 | $12.0K | 0.00% | +500 | New |
| Clean Yield Group | 450 | $10.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 223 | $5.00K | 0.00% | −295−56.9% | Reduced |
| SRS Capital Advisors, Inc. | 144 | $3.49K | 0.00% | +144 | New |
| Tower Research Capital LLC (TRC) | 133 | $3.23K | 0.00% | −808−85.9% | Reduced |
| 1620 Investment Advisors, Inc. | 120 | $2.91K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 86 | $2.09K | 0.00% | −926−91.5% | Reduced |
| JPMorgan Chase & Co | 49 | $1.18K | 0.00% | −1,430−96.7% | Reduced |
| SBI Securities Co., Ltd. | 23 | $558 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $558 | 0.00% | +22+2,200.0% | Added |
| Essential Partners LLC | 20 | $485 | 0.00% | +13+185.7% | Added |
| GAMMA Investing LLC | 17 | $412 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $291 | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 9 | $219 | 0.00% | +5+125.0% | Added |
| The PNC Financial Services Group, Inc. | 8 | $194 | 0.00% | −1−11.1% | Reduced |
| Rothschild Investment LLC | 7 | $170 | 0.00% | +4+133.3% | Added |
| True Wealth Design, LLC | 5 | $122 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $121 | 0.00% | −57−91.9% | Reduced |
| Fortitude Family Office, LLC | 2 | $49 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $24 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +2+28.6% | Added |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −21,757−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −11,210−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |