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 |
|---|---|---|---|---|---|
| Barclays PLC | 4 | $0 | 0.00% | −73−94.8% | Reduced |
| Royal Bank of Canada | 31 | $1.00K | 0.00% | −9−22.5% | Reduced |
| BNP Paribas Arbitrage, SA | 40 | $1.45K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Advisor Group Holdings, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 166 | $6.00K | 0.00% | +166 | New |
| West Branch Capital LLC | 200 | $7.00K | 0.00% | +200 | New |
| Clean Yield Group | 450 | $16.0K | 0.01% | +450 | New |
| Wells Fargo & Company | 1,026 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,166 | $42.0K | 0.00% | −265−18.5% | Reduced |
| UBS Group AG | 3,116 | $113.0K | 0.00% | +2,316+289.5% | Added |
| JPMorgan Chase & Co | 3,336 | $121.0K | 0.00% | +1,711+105.3% | Added |
| Belpointe Asset Management LLC | 3,545 | $128.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| State Street Corp | 6,112 | $221.0K | 0.00% | +6,112 | New |
| Raymond James Financial Services Advisors, Inc. | 8,526 | $309.0K | 0.00% | −100−1.2% | Reduced |
| Stifel Financial Corp | 8,606 | $312.0K | 0.00% | +346+4.2% | Added |
| Community Financial Services Group, LLC | 10,068 | $364.0K | 0.10% | +10,068 | New |
| BlackRock Inc. | 11,054 | $400.0K | 0.00% | +4,081+58.5% | Added |
| WBI Investments | 11,307 | $409.0K | 0.06% | −8,964−44.2% | Reduced |
| Morgan Stanley | 12,194 | $441.0K | 0.00% | +124+1.0% | Added |
| Millennium Management LLC | 16,563 | $600.0K | 0.00% | −757−4.4% | Reduced |
| Bank of New York Mellon Corp | 18,168 | $658.0K | 0.00% | −84−0.5% | 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 |
| Bridgeway Capital Management, LLC | 22,797 | $825.0K | 0.01% | −3,100−12.0% | Reduced |
| Cardinal Capital Management | 27,116 | $982.0K | 0.21% | +1,022+3.9% | Added |
| Trust Co of Vermont | 28,135 | $1.02M | 0.07% | +420+1.5% | Added |
| Dimensional Fund Advisors LP | 29,838 | $1.08M | 0.00% | +1,420+5.0% | Added |
| Renaissance Technologies LLC | 30,733 | $1.11M | 0.00% | −4,299−12.3% | Reduced |
| Geode Capital Management, LLC | 32,066 | $1.16M | 0.00% | +319+1.0% | Added |
| Spears Abacus Advisors LLC | 50,149 | $1.81M | 0.13% | −60−0.1% | Reduced |
| FMR LLC | 79,522 | $2.88M | 0.00% | +24,406+44.3% | Added |
| Vanguard Group Inc | 125,679 | $4.55M | 0.00% | +19,423+18.3% | Added |
| 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 |