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, Q1 2024
Institutional positions in Union Bankshares Inc as of Mar 31, 2024. 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
- 29
- −2 vs. Q4 2023
- Shares held
- 767.0K
- +99.4K (+14.9%) vs. Q4 2023
- Total value
- $23.4M
- +$2.93M (+14.3%) vs. Q4 2023
- New holders
- 2
- 12 more added
- Sold out
- 4
- 7 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 209,460 | $6.39M | 0.00% | +24,104+13.0% | Added |
| Vanguard Group Inc | 144,816 | $4.42M | 0.00% | +208+0.1% | Added |
| Cardinal Capital Management | 55,061 | $1.68M | 0.27% | +12,690+29.9% | Added |
| Spears Abacus Advisors LLC | 42,940 | $1.31M | 0.03% | −3,300−7.1% | Reduced |
| Geode Capital Management, LLC | 38,529 | $1.18M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 32,882 | $1.00M | 0.00% | +1,877+6.1% | Added |
| Trust Co of Vermont | 30,428 | $928.1K | 0.05% | +28,608+1,571.9% | Added |
| Dimensional Fund Advisors LP | 28,010 | $854.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 27,062 | $825.4K | 0.00% | −648−2.3% | Reduced |
| Susquehanna International Group, LLP | 25,515 | $778.2K | 0.00% | +18,543+266.0% | Added |
| Wells Fargo & Company | 17,399 | $530.7K | 0.00% | −2,503−12.6% | Reduced |
| BlackRock Inc. | 16,763 | $511.3K | 0.00% | +5,019+42.7% | Added |
| Bridgeway Capital Management, LLC | 16,390 | $499.9K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,058 | $489.8K | 0.00% | +16,058 | New |
| Renaissance Technologies LLC | 13,032 | $397.0K | 0.00% | +500+4.0% | Added |
| Morgan Stanley | 10,695 | $326.2K | 0.00% | +2,024+23.3% | Added |
| Qube Research & Technologies Ltd | 10,465 | $319.2K | 0.00% | +5,905+129.5% | Added |
| State Street Corp | 9,891 | $301.7K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 8,480 | $258.6K | 0.06% | +8,480 | New |
| Citigroup Inc | 5,739 | $175.0K | 0.00% | −542−8.6% | Reduced |
| Bank of America Corp | 4,076 | $124.3K | 0.00% | −1,578−27.9% | Reduced |
| UBS Group AG | 1,204 | $36.7K | 0.00% | +488+68.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 875 | $24.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 722 | $22.0K | 0.00% | +607+527.8% | Added |
| Clean Yield Group | 450 | $13.7K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 25 | $1.00K | 0.00% | −32−56.1% | Reduced |
| BNP Paribas Arbitrage, SA | 31 | $946 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5 | $153 | 0.00% | −1,444−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,856−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,367−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |