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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 2 | $48 | 0.00% | +2 | New |
| BNP Paribas Arbitrage, SA | 31 | $744 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 77 | $1.80K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 84 | $2.00K | 0.00% | −22−20.8% | Reduced |
| First Manhattan Co | 200 | $4.80K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 309 | $7.23K | 0.00% | +309 | New |
| Clean Yield Group | 450 | $10.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 821 | $20.0K | 0.00% | +821 | New |
| Tower Research Capital LLC (TRC) | 921 | $22.0K | 0.00% | −284−23.6% | Reduced |
| Bank of America Corp | 1,006 | $24.2K | 0.00% | −259−20.5% | Reduced |
| Wells Fargo & Company | 1,727 | $41.5K | 0.00% | +300+21.0% | Added |
| Money Concepts Capital Corp | 7,612 | $182.8K | 0.01% | +7,612 | New |
| Millennium Management LLC | 9,469 | $222.0K | 0.00% | +353+3.9% | Added |
| State Street Corp | 10,403 | $243.5K | 0.00% | +1,153+12.5% | Added |
| BlackRock Inc. | 10,747 | $258.0K | 0.00% | +204+1.9% | Added |
| Morgan Stanley | 11,409 | $273.9K | 0.00% | −175−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 16,390 | $383.7K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 19,154 | $459.9K | 0.00% | +450+2.4% | Added |
| Renaissance Technologies LLC | 19,332 | $464.0K | 0.00% | −5,100−20.9% | Reduced |
| Northern Trust Corp | 21,899 | $525.8K | 0.00% | −131−0.6% | Reduced |
| Dimensional Fund Advisors LP | 29,181 | $683.0K | 0.00% | −125−0.4% | Reduced |
| Trust Co of Vermont | 29,334 | $704.3K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 30,712 | $719.0K | 0.00% | −32,212−51.2% | Reduced |
| Geode Capital Management, LLC | 35,814 | $838.0K | 0.00% | −83−0.2% | Reduced |
| Cardinal Capital Management | 39,070 | $914.6K | 0.19% | +4,754+13.9% | Added |
| Spears Abacus Advisors LLC | 47,292 | $1.14M | 0.11% | −1,222−2.5% | Reduced |
| Vanguard Group Inc | 136,962 | $3.29M | 0.00% | +7,383+5.7% | Added |
| 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 |