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 2025
Institutional positions in Union Bankshares Inc as of Sep 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
- 50
- +13 vs. Q2 2025
- Shares held
- 1.06M
- −27.1K (−2.5%) vs. Q2 2025
- Total value
- $26.3M
- −$2.70M (−9.3%) vs. Q2 2025
- New holders
- 15
- 12 more added
- Sold out
- 2
- 13 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 192,253 | $4.76M | 0.00% | −87,911−31.4% | Reduced |
| Vanguard Group Inc | 185,095 | $4.58M | 0.00% | +529+0.3% | Added |
| BlackRock, Inc. | 160,913 | $3.98M | 0.00% | +27,485+20.6% | Added |
| Cardinal Capital Management | 96,203 | $2.38M | 0.33% | +11,692+13.8% | Added |
| Geode Capital Management, LLC | 86,065 | $2.13M | 0.00% | −245−0.3% | Reduced |
| Northern Trust Corp | 45,977 | $1.14M | 0.00% | −4,736−9.3% | Reduced |
| Spears Abacus Advisors LLC | 42,080 | $1.04M | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 40,990 | $1.02M | 0.00% | +1,707+4.3% | Added |
| State Street Corp | 36,626 | $906.9K | 0.00% | +2,548+7.5% | Added |
| LPL Financial LLC | 31,276 | $774.4K | 0.00% | +1,160+3.9% | Added |
| Trust Co of Vermont | 29,323 | $726.0K | 0.03% | +200+0.7% | Added |
| Renaissance Technologies LLC | 19,013 | $470.8K | 0.00% | +1,855+10.8% | Added |
| TrueMark Investments, LLC | 14,960 | $370.4K | 0.06% | +14,960 | New |
| Morgan Stanley | 14,418 | $357.0K | 0.00% | −3,723−20.5% | Reduced |
| Charles Schwab Investment Management Inc | 11,210 | $277.6K | 0.00% | −43−0.4% | Reduced |
| Citadel Advisors LLC | 10,023 | $248.2K | 0.00% | +10,023 | New |
| Bank of New York Mellon Corp | 8,520 | $211.0K | 0.00% | +8,520 | New |
| Barclays PLC | 5,994 | $148.4K | 0.00% | −1,006−14.4% | Reduced |
| Bank of America Corp | 4,851 | $120.1K | 0.00% | −1,010−17.2% | Reduced |
| Deutsche Bank AG | 4,699 | $116.3K | 0.00% | +4,699 | New |
| Rhumbline Advisers | 3,229 | $79.9K | 0.00% | −589−15.4% | Reduced |
| Wells Fargo & Company | 3,041 | $75.3K | 0.00% | +361+13.5% | Added |
| New York State Common Retirement Fund | 2,900 | $71.8K | 0.00% | −1,000−25.6% | Reduced |
| Russell Investments Group, Ltd. | 2,543 | $63.0K | 0.00% | +2,543 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,734 | $42.9K | 0.00% | −253−12.7% | Reduced |
| UBS Group AG | 1,712 | $42.4K | 0.00% | −731−29.9% | Reduced |
| JPMorgan Chase & Co | 1,688 | $41.8K | 0.00% | −43−2.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,202 | $29.8K | 0.00% | +1,202 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 775 | $19.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 767 | $19.0K | 0.00% | +767 | New |
| BNP Paribas Arbitrage, SA | 738 | $18.3K | 0.00% | +19+2.6% | Added |
| Clean Yield Group | 450 | $11.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 400 | $9.90K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 372 | $9.21K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 227 | $5.62K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 151 | $3.74K | 0.00% | −1,136−88.3% | Reduced |
| Amalgamated Bank | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 120 | $2.97K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 61 | $2.00K | 0.00% | +43+238.9% | Added |
| Farther Finance Advisors, LLC | 60 | $1.49K | 0.00% | +60 | New |
| Essential Partners LLC | 51 | $1.26K | 0.00% | +51 | New |
| CWM, LLC | 26 | $1.00K | 0.00% | +26 | New |
| SRS Capital Advisors, Inc. | 32 | $793 | 0.00% | +32 | New |
| SBI Securities Co., Ltd. | 24 | $594 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 24 | $594 | 0.00% | +10+71.4% | Added |
| The PNC Financial Services Group, Inc. | 7 | $173 | 0.00% | +7 | New |
| IFP Advisors, Inc | 1 | $25 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $25 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −8,525−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −6,622−100.0% | Sold out |