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 2023
Institutional positions in Union Bankshares Inc as of Jun 30, 2023. 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
- 24
- −2 vs. Q1 2023
- Shares held
- 488.4K
- +3.46K (+0.7%) vs. Q1 2023
- Total value
- $11.3M
- +$584.2K (+5.4%) vs. Q1 2023
- New holders
- 1
- 8 more added
- Sold out
- 3
- 6 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 138,984 | $3.23M | 0.00% | +922+0.7% | Added |
| Spears Abacus Advisors LLC | 47,292 | $1.10M | 0.09% | 00.0% | Unchanged |
| Cardinal Capital Management | 40,950 | $940.0K | 0.19% | +1,121+2.8% | Added |
| Geode Capital Management, LLC | 35,814 | $822.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 30,798 | $707.0K | 0.00% | +86+0.3% | Added |
| Trust Co of Vermont | 29,134 | $677.4K | 0.04% | −200−0.7% | Reduced |
| Dimensional Fund Advisors LP | 28,010 | $643.0K | 0.00% | −178−0.6% | Reduced |
| LPL Financial LLC | 26,335 | $612.3K | 0.00% | +3,448+15.1% | Added |
| Northern Trust Corp | 23,451 | $545.2K | 0.00% | +548+2.4% | Added |
| Wells Fargo & Company | 19,899 | $462.6K | 0.00% | −23−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 16,390 | $376.2K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 12,795 | $297.5K | 0.00% | +1,742+15.8% | Added |
| Renaissance Technologies LLC | 11,332 | $263.0K | 0.00% | −2,400−17.5% | Reduced |
| Morgan Stanley | 11,029 | $256.4K | 0.00% | +454+4.3% | Added |
| State Street Corp | 10,403 | $238.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,465 | $80.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 875 | $20.3K | 0.00% | −225−20.5% | Reduced |
| Tower Research Capital LLC (TRC) | 545 | $12.7K | 0.00% | −1,168−68.2% | Reduced |
| Clean Yield Group | 450 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 200 | $4.65K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 154 | $4.00K | 0.00% | +70+83.3% | Added |
| BNP Paribas Arbitrage, SA | 31 | $721 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | +13 | New |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |