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 2021
Institutional positions in Union Bankshares Inc as of Jun 30, 2021. 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
- 35
- +4 vs. Q1 2021
- Shares held
- 597.4K
- +63.8K (+11.9%) vs. Q1 2021
- Total value
- $21.6M
- +$5.62M (+35.1%) vs. Q1 2021
- New holders
- 7
- 14 more added
- Sold out
- 3
- 10 more reduced
Compare with Q1 2021: 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 | $26.3M |
| Q2 2025 | 37 | $29.0M |
| Q1 2025 | 35 | $28.8M |
| Q4 2024 | 33 | $25.7M |
| Q3 2024 | 27 | $19.3M |
| Q2 2024 | 28 | $15.7M |
| Q1 2024 | 29 | $23.4M |
| Q4 2023 | 31 | $20.5M |
| Q3 2023 | 25 | $11.1M |
| Q2 2023 | 24 | $11.3M |
| Q1 2023 | 26 | $10.7M |
| 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 2021
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 125,679 | $4.55M | 0.00% | +19,423+18.3% | Added |
| FMR LLC | 79,522 | $2.88M | 0.00% | +24,406+44.3% | Added |
| Spears Abacus Advisors LLC | 50,149 | $1.81M | 0.13% | −60−0.1% | Reduced |
| Geode Capital Management, LLC | 32,066 | $1.16M | 0.00% | +319+1.0% | Added |
| Renaissance Technologies LLC | 30,733 | $1.11M | 0.00% | −4,299−12.3% | Reduced |
| Dimensional Fund Advisors LP | 29,838 | $1.08M | 0.00% | +1,420+5.0% | Added |
| Trust Co of Vermont | 28,135 | $1.02M | 0.07% | +420+1.5% | Added |
| Cardinal Capital Management | 27,116 | $982.0K | 0.21% | +1,022+3.9% | Added |
| Bridgeway Capital Management, LLC | 22,797 | $825.0K | 0.01% | −3,100−12.0% | Reduced |
| Northern Trust Corp | 21,765 | $787.0K | 0.00% | +45+0.2% | Added |
| LPL Financial LLC | 21,748 | $787.0K | 0.00% | +416+2.0% | Added |
| Bank of New York Mellon Corp | 18,168 | $658.0K | 0.00% | −84−0.5% | Reduced |
| Millennium Management LLC | 16,563 | $600.0K | 0.00% | −757−4.4% | Reduced |
| Morgan Stanley | 12,194 | $441.0K | 0.00% | +124+1.0% | Added |
| WBI Investments | 11,307 | $409.0K | 0.06% | −8,964−44.2% | Reduced |
| BlackRock Inc. | 11,054 | $400.0K | 0.00% | +4,081+58.5% | Added |
| Community Financial Services Group, LLC | 10,068 | $364.0K | 0.10% | +10,068 | New |
| Stifel Financial Corp | 8,606 | $312.0K | 0.00% | +346+4.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,526 | $309.0K | 0.00% | −100−1.2% | Reduced |
| State Street Corp | 6,112 | $221.0K | 0.00% | +6,112 | New |
| Penn Mutual Asset Management, LLC | 6,000 | $217.0K | 0.27% | +2,700+81.8% | Added |
| Trust Co of Virginia | 5,973 | $217.0K | 0.02% | +5,973 | New |
| Belpointe Asset Management LLC | 3,545 | $128.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,336 | $121.0K | 0.00% | +1,711+105.3% | Added |
| UBS Group AG | 3,116 | $113.0K | 0.00% | +2,316+289.5% | Added |
| Bank of America Corp | 1,166 | $42.0K | 0.00% | −265−18.5% | Reduced |
| Wells Fargo & Company | 1,026 | $37.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 450 | $16.0K | 0.01% | +450 | New |
| West Branch Capital LLC | 200 | $7.00K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 166 | $6.00K | 0.00% | +166 | New |
| Advisor Group Holdings, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 46 | $2.00K | 0.00% | +46 | New |
| BNP Paribas Arbitrage, SA | 40 | $1.45K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 31 | $1.00K | 0.00% | −9−22.5% | Reduced |
| Barclays PLC | 4 | $0 | 0.00% | −73−94.8% | Reduced |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |