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 2022
Institutional positions in Union Bankshares Inc as of Dec 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
- 28
- +1 vs. Q3 2022
- Shares held
- 480.4K
- −35.9K (−7.0%) vs. Q3 2022
- Total value
- $11.4M
- −$248.5K (−2.1%) vs. Q3 2022
- New holders
- 4
- 7 more added
- Sold out
- 3
- 10 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 136,962 | $3.29M | 0.00% | +7,383+5.7% | Added |
| Spears Abacus Advisors LLC | 47,292 | $1.14M | 0.11% | −1,222−2.5% | Reduced |
| Cardinal Capital Management | 39,070 | $914.6K | 0.19% | +4,754+13.9% | Added |
| Geode Capital Management, LLC | 35,814 | $838.0K | 0.00% | −83−0.2% | Reduced |
| FMR LLC | 30,712 | $719.0K | 0.00% | −32,212−51.2% | Reduced |
| Trust Co of Vermont | 29,334 | $704.3K | 0.05% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 29,181 | $683.0K | 0.00% | −125−0.4% | Reduced |
| Northern Trust Corp | 21,899 | $525.8K | 0.00% | −131−0.6% | Reduced |
| Renaissance Technologies LLC | 19,332 | $464.0K | 0.00% | −5,100−20.9% | Reduced |
| LPL Financial LLC | 19,154 | $459.9K | 0.00% | +450+2.4% | Added |
| Bridgeway Capital Management, LLC | 16,390 | $383.7K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 11,409 | $273.9K | 0.00% | −175−1.5% | Reduced |
| BlackRock Inc. | 10,747 | $258.0K | 0.00% | +204+1.9% | Added |
| State Street Corp | 10,403 | $243.5K | 0.00% | +1,153+12.5% | Added |
| Millennium Management LLC | 9,469 | $222.0K | 0.00% | +353+3.9% | Added |
| Money Concepts Capital Corp | 7,612 | $182.8K | 0.01% | +7,612 | New |
| Wells Fargo & Company | 1,727 | $41.5K | 0.00% | +300+21.0% | Added |
| Bank of America Corp | 1,006 | $24.2K | 0.00% | −259−20.5% | Reduced |
| Tower Research Capital LLC (TRC) | 921 | $22.0K | 0.00% | −284−23.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 821 | $20.0K | 0.00% | +821 | New |
| Clean Yield Group | 450 | $10.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 309 | $7.23K | 0.00% | +309 | New |
| First Manhattan Co | 200 | $4.80K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 84 | $2.00K | 0.00% | −22−20.8% | Reduced |
| Credit Suisse AG | 77 | $1.80K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 31 | $744 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2 | $48 | 0.00% | +2 | New |
| JPMorgan Chase & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −19,246−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |