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 2024
Institutional positions in Union Bankshares Inc as of Dec 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
- 33
- +6 vs. Q3 2024
- Shares held
- 888.7K
- +143.0K (+19.2%) vs. Q3 2024
- Total value
- $25.7M
- +$6.36M (+32.9%) vs. Q3 2024
- New holders
- 6
- 10 more added
- Sold out
- 0
- 8 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 283,097 | $8.18M | 0.00% | +68,372+31.8% | Added |
| Vanguard Group Inc | 148,479 | $4.29M | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management | 76,087 | $2.20M | 0.34% | +1,674+2.2% | Added |
| Spears Abacus Advisors LLC | 42,080 | $1.22M | 0.02% | −860−2.0% | Reduced |
| Geode Capital Management, LLC | 40,370 | $1.17M | 0.00% | −133−0.3% | Reduced |
| Dimensional Fund Advisors LP | 35,276 | $1.02M | 0.00% | +1,474+4.4% | Added |
| LPL Financial LLC | 33,739 | $975.4K | 0.00% | −1,270−3.6% | Reduced |
| Northern Trust Corp | 30,880 | $892.7K | 0.00% | +4,436+16.8% | Added |
| Trust Co of Vermont | 30,423 | $879.5K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,080 | $782.9K | 0.00% | +17,095+171.2% | Added |
| BlackRock, Inc. | 20,571 | $594.7K | 0.00% | +3,266+18.9% | Added |
| Renaissance Technologies LLC | 18,708 | $540.8K | 0.00% | +2,176+13.2% | Added |
| Bridgeway Capital Management, LLC | 15,790 | $456.5K | 0.01% | −600−3.7% | Reduced |
| Qube Research & Technologies Ltd | 13,714 | $396.5K | 0.00% | +13,714 | New |
| Morgan Stanley | 13,599 | $393.2K | 0.00% | +3,631+36.4% | Added |
| State Street Corp | 11,191 | $323.5K | 0.00% | +1,100+10.9% | Added |
| 683 Capital Management, LLC | 10,520 | $304.1K | 0.03% | +10,520 | New |
| Alpine Global Management, LLC | 9,309 | $269.1K | 0.08% | +9,309 | New |
| Community Financial Services Group, LLC | 8,480 | $245.2K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,350 | $241.4K | 0.00% | +8,350 | New |
| Bank of America Corp | 4,225 | $122.1K | 0.00% | +819+24.0% | Added |
| Citigroup Inc | 3,075 | $88.9K | 0.00% | −480−13.5% | Reduced |
| UBS Group AG | 1,082 | $31.3K | 0.00% | +1,082 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 775 | $23.7K | 0.00% | −100−11.4% | Reduced |
| Wells Fargo & Company | 770 | $22.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 450 | $13.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 361 | $10.4K | 0.00% | −470−56.6% | Reduced |
| 1620 Investment Advisors, Inc. | 120 | $3.47K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 46 | $1.33K | 0.00% | −101−68.7% | Reduced |
| BNP Paribas Arbitrage, SA | 31 | $896 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 23 | $665 | 0.00% | +23 | New |
| JPMorgan Chase & Co | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |