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 2023
Institutional positions in Union Bankshares Inc as of Dec 31, 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
- 31
- +6 vs. Q3 2023
- Shares held
- 667.6K
- +157.8K (+31.0%) vs. Q3 2023
- Total value
- $20.5M
- +$9.34M (+84.1%) vs. Q3 2023
- New holders
- 7
- 10 more added
- Sold out
- 1
- 7 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 185,356 | $5.68M | 0.00% | +139,697+306.0% | Added |
| Vanguard Group Inc | 144,608 | $4.43M | 0.00% | +175+0.1% | Added |
| Spears Abacus Advisors LLC | 46,240 | $1.42M | 0.11% | −1,052−2.2% | Reduced |
| Cardinal Capital Management | 42,371 | $1.30M | 0.25% | −333−0.8% | Reduced |
| Geode Capital Management, LLC | 38,529 | $1.18M | 0.00% | +2,417+6.7% | Added |
| LPL Financial LLC | 31,005 | $950.3K | 0.00% | +3,796+14.0% | Added |
| Dimensional Fund Advisors LP | 28,010 | $858.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 27,710 | $849.3K | 0.00% | +4,461+19.2% | Added |
| Wells Fargo & Company | 19,902 | $610.0K | 0.00% | +20.0% | Added |
| Bridgeway Capital Management, LLC | 16,390 | $502.4K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,532 | $384.0K | 0.00% | −200−1.6% | Reduced |
| BlackRock Inc. | 11,744 | $360.0K | 0.00% | −116−1.0% | Reduced |
| State Street Corp | 9,891 | $303.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,671 | $265.8K | 0.00% | −1,778−17.0% | Reduced |
| Stifel Financial Corp | 7,856 | $240.8K | 0.00% | +7,856 | New |
| Cetera Advisor Networks LLC | 7,367 | $225.8K | 0.00% | +7,367 | New |
| Susquehanna International Group, LLP | 6,972 | $213.7K | 0.00% | +6,972 | New |
| Citigroup Inc | 6,281 | $192.5K | 0.00% | +6,281 | New |
| Bank of America Corp | 5,654 | $173.3K | 0.00% | +2,189+63.2% | Added |
| Qube Research & Technologies Ltd | 4,560 | $139.8K | 0.00% | +4,560 | New |
| Trust Co of Vermont | 1,820 | $55.8K | 0.00% | −26,448−93.6% | Reduced |
| JPMorgan Chase & Co | 1,449 | $44.4K | 0.00% | +1,444+28,880.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 875 | $26.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 716 | $21.9K | 0.00% | +614+602.0% | Added |
| Clean Yield Group | 450 | $13.8K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 235 | $7.20K | 0.00% | +235 | New |
| Scarborough Advisors, LLC | 222 | $6.80K | 0.00% | +222 | New |
| Tower Research Capital LLC (TRC) | 115 | $3.52K | 0.00% | −364−76.0% | Reduced |
| Royal Bank of Canada | 57 | $2.00K | 0.00% | +40+235.3% | Added |
| BNP Paribas Arbitrage, SA | 31 | $950 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |