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