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, Q2 2025
Institutional positions in Union Bankshares Inc as of Jun 30, 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
- 37
- +2 vs. Q1 2025
- Shares held
- 1.09M
- +174.0K (+19.0%) vs. Q1 2025
- Total value
- $29.0M
- +$186.3K (+0.6%) vs. Q1 2025
- New holders
- 10
- 16 more added
- Sold out
- 8
- 5 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18 | $0 | 0.00% | +18 | New |
| Sterling Capital Management LLC | 14 | $373 | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 24 | $639 | 0.00% | +1+4.3% | Added |
| Amalgamated Bank | 124 | $3.00K | 0.00% | +124 | New |
| 1620 Investment Advisors, Inc. | 120 | $3.19K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 227 | $6.04K | 0.00% | +227 | New |
| Ameritas Investment Partners, Inc. | 372 | $9.90K | 0.00% | +372 | New |
| Legal & General Group Plc | 400 | $10.6K | 0.00% | +400 | New |
| Clean Yield Group | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 719 | $19.1K | 0.00% | +688+2,219.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 775 | $20.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,287 | $34.3K | 0.00% | −1,531−54.3% | Reduced |
| JPMorgan Chase & Co | 1,731 | $46.1K | 0.00% | +1,726+34,520.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,987 | $52.9K | 0.00% | +1,987 | New |
| UBS Group AG | 2,443 | $65.0K | 0.00% | −700−22.3% | Reduced |
| Wells Fargo & Company | 2,680 | $71.3K | 0.00% | +1,910+248.1% | Added |
| Rhumbline Advisers | 3,818 | $101.6K | 0.00% | +3,818 | New |
| New York State Common Retirement Fund | 3,900 | $103.8K | 0.00% | +3,900 | New |
| Bank of America Corp | 5,861 | $156.0K | 0.00% | +1,355+30.1% | Added |
| Raymond James Financial Inc | 6,622 | $176.3K | 0.00% | +10.0% | Added |
| Barclays PLC | 7,000 | $186.3K | 0.00% | +6,983+41,076.5% | Added |
| Commonwealth Equity Services, LLC | 8,525 | $227.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 11,253 | $299.6K | 0.00% | +11,253 | New |
| Renaissance Technologies LLC | 17,158 | $456.7K | 0.00% | −1,074−5.9% | Reduced |
| Morgan Stanley | 18,141 | $482.9K | 0.00% | +3,924+27.6% | Added |
| Trust Co of Vermont | 29,123 | $775.3K | 0.04% | −1,300−4.3% | Reduced |
| LPL Financial LLC | 30,116 | $801.7K | 0.00% | −4,345−12.6% | Reduced |
| State Street Corp | 34,078 | $907.2K | 0.00% | +22,887+204.5% | Added |
| Dimensional Fund Advisors LP | 39,283 | $1.05M | 0.00% | +1,797+4.8% | Added |
| Spears Abacus Advisors LLC | 42,080 | $1.12M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 50,713 | $1.35M | 0.00% | +19,976+65.0% | Added |
| Cardinal Capital Management | 84,511 | $2.25M | 0.33% | +1,773+2.1% | Added |
| Geode Capital Management, LLC | 86,310 | $2.30M | 0.00% | +44,298+105.4% | Added |
| BlackRock, Inc. | 133,428 | $3.55M | 0.00% | +111,930+520.7% | Added |
| Vanguard Group Inc | 184,566 | $4.91M | 0.00% | +33,297+22.0% | Added |
| FMR LLC | 280,164 | $7.46M | 0.00% | +40.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −31,438−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,146−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,738−100.0% | Sold out |
| Community Financial Services Group, LLC | 0 | $0 | 0.00% | −7,480−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −6,801−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,479−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −6,414−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −196−100.0% | Sold out |