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