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, Q3 2024
Institutional positions in Union Bankshares Inc as of Sep 30, 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
- 27
- 0 vs. Q2 2024
- Shares held
- 745.7K
- +30.7K (+4.3%) vs. Q2 2024
- Total value
- $19.3M
- +$3.98M (+25.9%) vs. Q2 2024
- New holders
- 3
- 9 more added
- Sold out
- 3
- 6 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 214,725 | $5.57M | 0.00% | −465−0.2% | Reduced |
| Vanguard Group Inc | 148,479 | $3.85M | 0.00% | +3,495+2.4% | Added |
| Cardinal Capital Management | 74,413 | $1.93M | 0.30% | +9,784+15.1% | Added |
| Spears Abacus Advisors LLC | 42,940 | $1.11M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 40,503 | $1.05M | 0.00% | +1,188+3.0% | Added |
| LPL Financial LLC | 35,009 | $907.8K | 0.00% | +1,380+4.1% | Added |
| Dimensional Fund Advisors LP | 33,802 | $876.5K | 0.00% | +2,878+9.3% | Added |
| Trust Co of Vermont | 30,423 | $788.9K | 0.04% | −50.0% | Reduced |
| Northern Trust Corp | 26,444 | $685.7K | 0.00% | +551+2.1% | Added |
| BlackRock, Inc. | 17,305 | $448.7K | 0.00% | +17,305 | New |
| Renaissance Technologies LLC | 16,532 | $428.7K | 0.00% | +2,500+17.8% | Added |
| Bridgeway Capital Management, LLC | 16,390 | $425.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 10,091 | $261.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,985 | $258.9K | 0.00% | −10,677−51.7% | Reduced |
| Morgan Stanley | 9,968 | $258.5K | 0.00% | +13+0.1% | Added |
| Community Financial Services Group, LLC | 8,480 | $219.9K | 0.04% | +8,480 | New |
| Citigroup Inc | 3,555 | $92.2K | 0.00% | −471−11.7% | Reduced |
| Bank of America Corp | 3,406 | $88.3K | 0.00% | +3+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 875 | $25.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 831 | $21.5K | 0.00% | +831 | New |
| Wells Fargo & Company | 770 | $20.0K | 0.00% | −3,000−79.6% | Reduced |
| Clean Yield Group | 450 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 147 | $3.81K | 0.00% | −532−78.4% | Reduced |
| 1620 Investment Advisors, Inc. | 120 | $3.11K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 31 | $804 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5 | $130 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |