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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5 | $0 | 0.00% | −408−98.8% | Reduced |
| BNP Paribas Arbitrage, SA | 40 | $1.24K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 84 | $3.00K | 0.00% | +84 | New |
| Tower Research Capital LLC (TRC) | 118 | $4.00K | 0.00% | +118 | New |
| West Branch Capital LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 240 | $7.00K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 450 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,025 | $32.0K | 0.00% | −1−0.1% | Reduced |
| Bank of America Corp | 1,265 | $39.0K | 0.00% | −6−0.5% | Reduced |
| Belpointe Asset Management LLC | 3,545 | $109.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,825 | $212.0K | 0.00% | −951−12.2% | Reduced |
| Millennium Management LLC | 7,153 | $220.0K | 0.00% | −108−1.5% | Reduced |
| Stifel Financial Corp | 8,006 | $249.0K | 0.00% | +150+1.9% | Added |
| State Street Corp | 8,445 | $260.0K | 0.00% | +1,033+13.9% | Added |
| BlackRock Inc. | 11,651 | $362.0K | 0.00% | +73+0.6% | Added |
| Bridgeway Capital Management, LLC | 16,390 | $504.0K | 0.01% | +539+3.4% | Added |
| Morgan Stanley | 17,118 | $532.0K | 0.00% | −2,323−11.9% | Reduced |
| Bank of New York Mellon Corp | 18,295 | $568.0K | 0.00% | +224+1.2% | Added |
| LPL Financial LLC | 18,456 | $574.0K | 0.00% | −210−1.1% | Reduced |
| Northern Trust Corp | 21,375 | $664.0K | 0.00% | −360−1.7% | Reduced |
| Trust Co of Vermont | 27,935 | $869.0K | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 28,732 | $893.0K | 0.00% | −1,250−4.2% | Reduced |
| Dimensional Fund Advisors LP | 29,128 | $896.0K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management | 34,051 | $1.05M | 0.21% | +5,520+19.3% | Added |
| Geode Capital Management, LLC | 35,786 | $1.10M | 0.00% | +240+0.7% | Added |
| Spears Abacus Advisors LLC | 48,524 | $1.51M | 0.11% | 00.0% | Unchanged |
| FMR LLC | 115,013 | $3.54M | 0.00% | −4,905−4.1% | Reduced |
| Vanguard Group Inc | 128,870 | $4.01M | 0.00% | −633−0.5% | 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 |