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, Q3 2021
Institutional positions in Union Bankshares Inc as of Sep 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
- 31
- −4 vs. Q2 2021
- Shares held
- 611.8K
- +14.5K (+2.4%) vs. Q2 2021
- Total value
- $19.9M
- −$1.75M (−8.1%) vs. Q2 2021
- New holders
- 1
- 9 more added
- Sold out
- 5
- 12 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 125,679 | $4.02M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 97,213 | $3.11M | 0.00% | +17,691+22.2% | Added |
| Spears Abacus Advisors LLC | 50,133 | $1.60M | 0.12% | −160.0% | Reduced |
| Penn Mutual Asset Management, LLC | 30,663 | $1.30M | 2.06% | +24,663+411.1% | Added |
| Geode Capital Management, LLC | 35,546 | $1.14M | 0.00% | +3,480+10.9% | Added |
| Dimensional Fund Advisors LP | 29,459 | $942.0K | 0.00% | −379−1.3% | Reduced |
| Trust Co of Vermont | 27,935 | $893.0K | 0.06% | −200−0.7% | Reduced |
| Cardinal Capital Management | 27,837 | $890.0K | 0.19% | +721+2.7% | Added |
| Renaissance Technologies LLC | 27,732 | $887.0K | 0.00% | −3,001−9.8% | Reduced |
| Bridgeway Capital Management, LLC | 22,797 | $729.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 21,676 | $693.0K | 0.00% | −89−0.4% | Reduced |
| LPL Financial LLC | 21,345 | $683.0K | 0.00% | −403−1.9% | Reduced |
| Bank of New York Mellon Corp | 18,001 | $575.0K | 0.00% | −167−0.9% | Reduced |
| Millennium Management LLC | 16,755 | $535.0K | 0.00% | +192+1.2% | Added |
| BlackRock Inc. | 11,225 | $359.0K | 0.00% | +171+1.5% | Added |
| Community Financial Services Group, LLC | 10,068 | $322.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,526 | $273.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,856 | $251.0K | 0.00% | −750−8.7% | Reduced |
| State Street Corp | 7,212 | $230.0K | 0.00% | +1,100+18.0% | Added |
| Belpointe Asset Management LLC | 3,545 | $113.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 3,348 | $107.0K | 0.00% | −8,846−72.5% | Reduced |
| JPMorgan Chase & Co | 2,729 | $87.0K | 0.00% | −607−18.2% | Reduced |
| Bank of America Corp | 1,294 | $41.0K | 0.00% | +128+11.0% | Added |
| Wells Fargo & Company | 1,026 | $33.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 952 | $30.0K | 0.00% | +948+23,700.0% | Added |
| Clean Yield Group | 450 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 446 | $14.0K | 0.00% | +446 | New |
| West Branch Capital LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $3.00K | 0.00% | −25−20.0% | Reduced |
| BNP Paribas Arbitrage, SA | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 39 | $1.00K | 0.00% | −7−15.2% | Reduced |
| WBI Investments | 0 | $0 | 0.00% | −11,307−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −5,973−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −31−100.0% | Sold out |