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, Q2 2022
Institutional positions in Union Bankshares Inc as of Jun 30, 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
- 26
- −3 vs. Q1 2022
- Shares held
- 556.7K
- −32.2K (−5.5%) vs. Q1 2022
- Total value
- $14.6M
- −$3.66M (−20.1%) vs. Q1 2022
- New holders
- 1
- 11 more added
- Sold out
- 4
- 6 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 31 | $811 | 0.00% | −9−22.5% | Reduced |
| Royal Bank of Canada | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 77 | $2.00K | 0.00% | +77 | New |
| Advisor Group Holdings, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 168 | $4.00K | 0.00% | +50+42.4% | Added |
| Clean Yield Group | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,265 | $33.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,427 | $38.0K | 0.00% | +402+39.2% | Added |
| Millennium Management LLC | 7,763 | $203.0K | 0.00% | +610+8.5% | Added |
| Stifel Financial Corp | 8,006 | $209.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 9,250 | $242.0K | 0.00% | +805+9.5% | Added |
| BlackRock Inc. | 10,675 | $279.0K | 0.00% | −976−8.4% | Reduced |
| Morgan Stanley | 11,534 | $302.0K | 0.00% | −5,584−32.6% | Reduced |
| Bridgeway Capital Management, LLC | 16,390 | $429.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 18,575 | $486.0K | 0.00% | +119+0.6% | Added |
| Bank of New York Mellon Corp | 18,868 | $493.0K | 0.00% | +573+3.1% | Added |
| Northern Trust Corp | 21,367 | $559.0K | 0.00% | −80.0% | Reduced |
| Renaissance Technologies LLC | 26,790 | $701.0K | 0.00% | −1,942−6.8% | Reduced |
| Dimensional Fund Advisors LP | 29,306 | $766.0K | 0.00% | +178+0.6% | Added |
| Trust Co of Vermont | 29,334 | $767.0K | 0.06% | +1,399+5.0% | Added |
| Cardinal Capital Management | 35,339 | $924.0K | 0.21% | +1,288+3.8% | Added |
| Geode Capital Management, LLC | 35,895 | $938.0K | 0.00% | +109+0.3% | Added |
| Spears Abacus Advisors LLC | 48,524 | $1.27M | 0.11% | 00.0% | Unchanged |
| FMR LLC | 95,871 | $2.51M | 0.00% | −19,142−16.6% | Reduced |
| Vanguard Group Inc | 129,579 | $3.39M | 0.00% | +709+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −6,825−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |