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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 39 | $1.00K | 0.00% | −7−15.2% | Reduced |
| BNP Paribas Arbitrage, SA | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $3.00K | 0.00% | −25−20.0% | Reduced |
| West Branch Capital LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 450 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 446 | $14.0K | 0.00% | +446 | New |
| Barclays PLC | 952 | $30.0K | 0.00% | +948+23,700.0% | Added |
| Wells Fargo & Company | 1,026 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,294 | $41.0K | 0.00% | +128+11.0% | Added |
| JPMorgan Chase & Co | 2,729 | $87.0K | 0.00% | −607−18.2% | Reduced |
| Morgan Stanley | 3,348 | $107.0K | 0.00% | −8,846−72.5% | Reduced |
| Belpointe Asset Management LLC | 3,545 | $113.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 7,212 | $230.0K | 0.00% | +1,100+18.0% | Added |
| Stifel Financial Corp | 7,856 | $251.0K | 0.00% | −750−8.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,526 | $273.0K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 10,068 | $322.0K | 0.09% | 00.0% | Unchanged |
| BlackRock Inc. | 11,225 | $359.0K | 0.00% | +171+1.5% | Added |
| Millennium Management LLC | 16,755 | $535.0K | 0.00% | +192+1.2% | Added |
| Bank of New York Mellon Corp | 18,001 | $575.0K | 0.00% | −167−0.9% | Reduced |
| LPL Financial LLC | 21,345 | $683.0K | 0.00% | −403−1.9% | Reduced |
| Northern Trust Corp | 21,676 | $693.0K | 0.00% | −89−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 22,797 | $729.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 27,732 | $887.0K | 0.00% | −3,001−9.8% | Reduced |
| Cardinal Capital Management | 27,837 | $890.0K | 0.19% | +721+2.7% | Added |
| Trust Co of Vermont | 27,935 | $893.0K | 0.06% | −200−0.7% | Reduced |
| Dimensional Fund Advisors LP | 29,459 | $942.0K | 0.00% | −379−1.3% | Reduced |
| Geode Capital Management, LLC | 35,546 | $1.14M | 0.00% | +3,480+10.9% | Added |
| Penn Mutual Asset Management, LLC | 30,663 | $1.30M | 2.06% | +24,663+411.1% | Added |
| Spears Abacus Advisors LLC | 50,133 | $1.60M | 0.12% | −160.0% | Reduced |
| FMR LLC | 97,213 | $3.11M | 0.00% | +17,691+22.2% | Added |
| Vanguard Group Inc | 125,679 | $4.02M | 0.00% | 00.0% | Unchanged |
| 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 |