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, Q4 2021
Institutional positions in Union Bankshares Inc as of Dec 31, 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
- 30
- −1 vs. Q3 2021
- Shares held
- 609.2K
- −2.60K (−0.4%) vs. Q3 2021
- Total value
- $18.0M
- −$1.90M (−9.6%) vs. Q3 2021
- New holders
- 2
- 9 more added
- Sold out
- 3
- 9 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 4 | $0 | 0.00% | +4 | New |
| BNP Paribas Arbitrage, SA | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 240 | $7.00K | 0.01% | +240 | New |
| JPMorgan Chase & Co | 413 | $12.0K | 0.00% | −2,316−84.9% | Reduced |
| Clean Yield Group | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,026 | $31.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,271 | $38.0K | 0.00% | −23−1.8% | Reduced |
| Belpointe Asset Management LLC | 3,545 | $103.0K | 0.01% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 7,160 | $208.0K | 0.22% | −23,503−76.6% | Reduced |
| Millennium Management LLC | 7,261 | $211.0K | 0.00% | −9,494−56.7% | Reduced |
| State Street Corp | 7,412 | $215.0K | 0.00% | +200+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,776 | $232.0K | 0.00% | −750−8.8% | Reduced |
| Stifel Financial Corp | 7,856 | $234.0K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 10,068 | $300.0K | 0.08% | 00.0% | Unchanged |
| BlackRock Inc. | 11,578 | $345.0K | 0.00% | +353+3.1% | Added |
| Bridgeway Capital Management, LLC | 15,851 | $461.0K | 0.01% | −6,946−30.5% | Reduced |
| Bank of New York Mellon Corp | 18,071 | $539.0K | 0.00% | +70+0.4% | Added |
| LPL Financial LLC | 18,666 | $557.0K | 0.00% | −2,679−12.6% | Reduced |
| Morgan Stanley | 19,441 | $580.0K | 0.00% | +16,093+480.7% | Added |
| Northern Trust Corp | 21,735 | $649.0K | 0.00% | +59+0.3% | Added |
| Cardinal Capital Management | 28,531 | $829.0K | 0.16% | +694+2.5% | Added |
| Trust Co of Vermont | 27,935 | $833.0K | 0.05% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 29,128 | $846.0K | 0.00% | −331−1.1% | Reduced |
| Renaissance Technologies LLC | 29,982 | $894.0K | 0.00% | +2,250+8.1% | Added |
| Geode Capital Management, LLC | 35,546 | $1.03M | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 48,524 | $1.45M | 0.10% | −1,609−3.2% | Reduced |
| FMR LLC | 119,918 | $3.48M | 0.00% | +22,705+23.4% | Added |
| Vanguard Group Inc | 129,503 | $3.86M | 0.00% | +3,824+3.0% | Added |
| Barclays PLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |