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, Q1 2022
Institutional positions in Union Bankshares Inc as of Mar 31, 2022. 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
- 29
- 0 vs. Q4 2021
- Shares held
- 588.8K
- −10.3K (−1.7%) vs. Q4 2021
- Total value
- $18.2M
- +$547.1K (+3.1%) vs. Q4 2021
- New holders
- 2
- 7 more added
- Sold out
- 2
- 11 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 128,870 | $4.01M | 0.00% | −633−0.5% | Reduced |
| FMR LLC | 115,013 | $3.54M | 0.00% | −4,905−4.1% | Reduced |
| Spears Abacus Advisors LLC | 48,524 | $1.51M | 0.11% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 35,786 | $1.10M | 0.00% | +240+0.7% | Added |
| Cardinal Capital Management | 34,051 | $1.05M | 0.21% | +5,520+19.3% | Added |
| Dimensional Fund Advisors LP | 29,128 | $896.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 28,732 | $893.0K | 0.00% | −1,250−4.2% | Reduced |
| Trust Co of Vermont | 27,935 | $869.0K | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 21,375 | $664.0K | 0.00% | −360−1.7% | Reduced |
| LPL Financial LLC | 18,456 | $574.0K | 0.00% | −210−1.1% | Reduced |
| Bank of New York Mellon Corp | 18,295 | $568.0K | 0.00% | +224+1.2% | Added |
| Morgan Stanley | 17,118 | $532.0K | 0.00% | −2,323−11.9% | Reduced |
| Bridgeway Capital Management, LLC | 16,390 | $504.0K | 0.01% | +539+3.4% | Added |
| BlackRock Inc. | 11,651 | $362.0K | 0.00% | +73+0.6% | Added |
| State Street Corp | 8,445 | $260.0K | 0.00% | +1,033+13.9% | Added |
| Stifel Financial Corp | 8,006 | $249.0K | 0.00% | +150+1.9% | Added |
| Millennium Management LLC | 7,153 | $220.0K | 0.00% | −108−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,825 | $212.0K | 0.00% | −951−12.2% | Reduced |
| Belpointe Asset Management LLC | 3,545 | $109.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 1,265 | $39.0K | 0.00% | −6−0.5% | Reduced |
| Wells Fargo & Company | 1,025 | $32.0K | 0.00% | −1−0.1% | Reduced |
| Clean Yield Group | 450 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 240 | $7.00K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 118 | $4.00K | 0.00% | +118 | New |
| Advisor Group Holdings, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 84 | $3.00K | 0.00% | +84 | New |
| BNP Paribas Arbitrage, SA | 40 | $1.24K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5 | $0 | 0.00% | −408−98.8% | Reduced |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −7,160−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Community Financial Services Group, LLC | – | – | – | – | Not filed |