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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5 | $157 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 17 | $535 | 0.00% | −344−95.3% | Reduced |
| SBI Securities Co., Ltd. | 23 | $724 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 31 | $976 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 120 | $3.78K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 196 | $6.17K | 0.00% | +150+326.1% | Added |
| Clean Yield Group | 450 | $14.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 770 | $24.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 775 | $27.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,818 | $88.7K | 0.00% | −257−8.4% | Reduced |
| UBS Group AG | 3,143 | $98.9K | 0.00% | +2,061+190.5% | Added |
| Bank of America Corp | 4,506 | $141.8K | 0.00% | +281+6.7% | Added |
| Bridgeway Capital Management, LLC | 6,414 | $201.8K | 0.01% | −9,376−59.4% | Reduced |
| Qube Research & Technologies Ltd | 6,479 | $203.9K | 0.00% | −7,235−52.8% | Reduced |
| Raymond James Financial Inc | 6,621 | $208.4K | 0.00% | +6,621 | New |
| Goldman Sachs Group Inc | 6,801 | $214.0K | 0.00% | +6,801 | New |
| Community Financial Services Group, LLC | 7,480 | $235.4K | 0.05% | −1,000−11.8% | Reduced |
| Commonwealth Equity Services, LLC | 8,525 | $268.0K | 0.00% | +8,525 | New |
| State Street Corp | 11,191 | $352.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,738 | $400.9K | 0.00% | +12,738 | New |
| Morgan Stanley | 14,217 | $447.4K | 0.00% | +618+4.5% | Added |
| Renaissance Technologies LLC | 18,232 | $573.8K | 0.00% | −476−2.5% | Reduced |
| Susquehanna International Group, LLP | 20,146 | $634.0K | 0.00% | −6,934−25.6% | Reduced |
| BlackRock, Inc. | 21,498 | $676.5K | 0.00% | +927+4.5% | Added |
| Trust Co of Vermont | 30,423 | $957.4K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 30,737 | $967.3K | 0.00% | −143−0.5% | Reduced |
| Millennium Management LLC | 31,438 | $989.4K | 0.00% | +31,438 | New |
| LPL Financial LLC | 34,461 | $1.08M | 0.00% | +722+2.1% | Added |
| Dimensional Fund Advisors LP | 37,486 | $1.18M | 0.00% | +2,210+6.3% | Added |
| Geode Capital Management, LLC | 42,012 | $1.32M | 0.00% | +1,642+4.1% | Added |
| Spears Abacus Advisors LLC | 42,080 | $1.32M | 0.03% | 00.0% | Unchanged |
| Cardinal Capital Management | 82,738 | $2.60M | 0.40% | +6,651+8.7% | Added |
| Vanguard Group Inc | 151,269 | $4.76M | 0.00% | +2,790+1.9% | Added |
| FMR LLC | 280,160 | $8.82M | 0.00% | −2,937−1.0% | Reduced |
| 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 |