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 2025
Institutional positions in Union Bankshares Inc as of Mar 31, 2025. 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
- 35
- +2 vs. Q4 2024
- Shares held
- 916.0K
- +27.3K (+3.1%) vs. Q4 2024
- Total value
- $28.8M
- +$3.14M (+12.2%) vs. Q4 2024
- New holders
- 5
- 10 more added
- Sold out
- 3
- 9 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 280,160 | $8.82M | 0.00% | −2,937−1.0% | Reduced |
| Vanguard Group Inc | 151,269 | $4.76M | 0.00% | +2,790+1.9% | Added |
| Cardinal Capital Management | 82,738 | $2.60M | 0.40% | +6,651+8.7% | Added |
| Spears Abacus Advisors LLC | 42,080 | $1.32M | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 42,012 | $1.32M | 0.00% | +1,642+4.1% | Added |
| Dimensional Fund Advisors LP | 37,486 | $1.18M | 0.00% | +2,210+6.3% | Added |
| LPL Financial LLC | 34,461 | $1.08M | 0.00% | +722+2.1% | Added |
| Millennium Management LLC | 31,438 | $989.4K | 0.00% | +31,438 | New |
| Northern Trust Corp | 30,737 | $967.3K | 0.00% | −143−0.5% | Reduced |
| Trust Co of Vermont | 30,423 | $957.4K | 0.05% | 00.0% | Unchanged |
| BlackRock, Inc. | 21,498 | $676.5K | 0.00% | +927+4.5% | Added |
| Susquehanna International Group, LLP | 20,146 | $634.0K | 0.00% | −6,934−25.6% | Reduced |
| Renaissance Technologies LLC | 18,232 | $573.8K | 0.00% | −476−2.5% | Reduced |
| Morgan Stanley | 14,217 | $447.4K | 0.00% | +618+4.5% | Added |
| Jane Street Group, LLC | 12,738 | $400.9K | 0.00% | +12,738 | New |
| State Street Corp | 11,191 | $352.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,525 | $268.0K | 0.00% | +8,525 | New |
| Community Financial Services Group, LLC | 7,480 | $235.4K | 0.05% | −1,000−11.8% | Reduced |
| Goldman Sachs Group Inc | 6,801 | $214.0K | 0.00% | +6,801 | New |
| Raymond James Financial Inc | 6,621 | $208.4K | 0.00% | +6,621 | New |
| Qube Research & Technologies Ltd | 6,479 | $203.9K | 0.00% | −7,235−52.8% | Reduced |
| Bridgeway Capital Management, LLC | 6,414 | $201.8K | 0.01% | −9,376−59.4% | Reduced |
| Bank of America Corp | 4,506 | $141.8K | 0.00% | +281+6.7% | Added |
| UBS Group AG | 3,143 | $98.9K | 0.00% | +2,061+190.5% | Added |
| Citigroup Inc | 2,818 | $88.7K | 0.00% | −257−8.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 775 | $27.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 770 | $24.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 450 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 196 | $6.17K | 0.00% | +150+326.1% | Added |
| 1620 Investment Advisors, Inc. | 120 | $3.78K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 31 | $976 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 23 | $724 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 17 | $535 | 0.00% | −344−95.3% | Reduced |
| JPMorgan Chase & Co | 5 | $157 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −10,520−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −9,309−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,350−100.0% | Sold out |