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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5 | $153 | 0.00% | −1,444−99.7% | Reduced |
| BNP Paribas Arbitrage, SA | 31 | $946 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 25 | $1.00K | 0.00% | −32−56.1% | Reduced |
| Clean Yield Group | 450 | $13.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 722 | $22.0K | 0.00% | +607+527.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 875 | $24.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,204 | $36.7K | 0.00% | +488+68.2% | Added |
| Bank of America Corp | 4,076 | $124.3K | 0.00% | −1,578−27.9% | Reduced |
| Citigroup Inc | 5,739 | $175.0K | 0.00% | −542−8.6% | Reduced |
| Community Financial Services Group, LLC | 8,480 | $258.6K | 0.06% | +8,480 | New |
| State Street Corp | 9,891 | $301.7K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 10,465 | $319.2K | 0.00% | +5,905+129.5% | Added |
| Morgan Stanley | 10,695 | $326.2K | 0.00% | +2,024+23.3% | Added |
| Renaissance Technologies LLC | 13,032 | $397.0K | 0.00% | +500+4.0% | Added |
| Jane Street Group, LLC | 16,058 | $489.8K | 0.00% | +16,058 | New |
| Bridgeway Capital Management, LLC | 16,390 | $499.9K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 16,763 | $511.3K | 0.00% | +5,019+42.7% | Added |
| Wells Fargo & Company | 17,399 | $530.7K | 0.00% | −2,503−12.6% | Reduced |
| Susquehanna International Group, LLP | 25,515 | $778.2K | 0.00% | +18,543+266.0% | Added |
| Northern Trust Corp | 27,062 | $825.4K | 0.00% | −648−2.3% | Reduced |
| Dimensional Fund Advisors LP | 28,010 | $854.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30,428 | $928.1K | 0.05% | +28,608+1,571.9% | Added |
| LPL Financial LLC | 32,882 | $1.00M | 0.00% | +1,877+6.1% | Added |
| Geode Capital Management, LLC | 38,529 | $1.18M | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 42,940 | $1.31M | 0.03% | −3,300−7.1% | Reduced |
| Cardinal Capital Management | 55,061 | $1.68M | 0.27% | +12,690+29.9% | Added |
| Vanguard Group Inc | 144,816 | $4.42M | 0.00% | +208+0.1% | Added |
| FMR LLC | 209,460 | $6.39M | 0.00% | +24,104+13.0% | Added |
| 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 |