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, Q4 2025
Institutional positions in Union Bankshares Inc as of Dec 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
- 49
- −1 vs. Q3 2025
- Shares held
- 916.7K
- −146.3K (−13.8%) vs. Q3 2025
- Total value
- $21.8M
- −$4.57M (−17.3%) vs. Q3 2025
- New holders
- 4
- 17 more added
- Sold out
- 5
- 17 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 198,178 | $4.70M | 0.00% | +13,083+7.1% | Added |
| BlackRock, Inc. | 195,683 | $4.64M | 0.00% | +34,770+21.6% | Added |
| Cardinal Capital Management | 95,733 | $2.27M | 0.30% | −470−0.5% | Reduced |
| Geode Capital Management, LLC | 87,314 | $2.07M | 0.00% | +1,249+1.5% | Added |
| Northern Trust Corp | 45,020 | $1.07M | 0.00% | −957−2.1% | Reduced |
| Dimensional Fund Advisors LP | 41,052 | $974.1K | 0.00% | +62+0.2% | Added |
| Spears Abacus Advisors LLC | 40,169 | $953.2K | 0.02% | −1,911−4.5% | Reduced |
| State Street Corp | 37,275 | $884.5K | 0.00% | +649+1.8% | Added |
| LPL Financial LLC | 30,130 | $715.0K | 0.00% | −1,146−3.7% | Reduced |
| Trust Co of Vermont | 29,323 | $695.8K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 20,791 | $493.4K | 0.00% | +6,373+44.2% | Added |
| Renaissance Technologies LLC | 18,032 | $427.9K | 0.00% | −981−5.2% | Reduced |
| Goldman Sachs Group Inc | 13,098 | $310.8K | 0.00% | +13,098 | New |
| Citadel Advisors LLC | 12,996 | $308.4K | 0.00% | +2,973+29.7% | Added |
| Charles Schwab Investment Management Inc | 11,210 | $266.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 8,542 | $202.7K | 0.00% | +2,548+42.5% | Added |
| Bank of America Corp | 5,305 | $125.9K | 0.00% | +454+9.4% | Added |
| Wells Fargo & Company | 4,757 | $112.9K | 0.00% | +1,716+56.4% | Added |
| Deutsche Bank AG | 4,607 | $109.3K | 0.00% | −92−2.0% | Reduced |
| New York State Common Retirement Fund | 2,900 | $68.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,461 | $58.4K | 0.00% | −768−23.8% | Reduced |
| Kestra Advisory Services, LLC | 1,787 | $42.4K | 0.00% | +1,787 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,778 | $42.2K | 0.00% | +44+2.5% | Added |
| JPMorgan Chase & Co | 1,454 | $34.5K | 0.00% | −234−13.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,202 | $28.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,174 | $27.9K | 0.00% | −538−31.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,103 | $26.2K | 0.00% | +365+49.5% | Added |
| FMR LLC | 647 | $15.4K | 0.00% | −191,606−99.7% | Reduced |
| Tower Research Capital LLC (TRC) | 455 | $10.8K | 0.00% | −312−40.7% | Reduced |
| Clean Yield Group | 450 | $10.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 400 | $9.49K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 399 | $9.47K | 0.00% | −2,144−84.3% | Reduced |
| Ameritas Investment Partners, Inc. | 372 | $8.83K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 223 | $5.29K | 0.00% | −4−1.8% | Reduced |
| Royal Bank of Canada | 157 | $4.00K | 0.00% | +96+157.4% | Added |
| Amalgamated Bank | 114 | $3.00K | 0.00% | −10−8.1% | Reduced |
| 1620 Investment Advisors, Inc. | 120 | $2.85K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 83 | $1.97K | 0.00% | −68−45.0% | Reduced |
| Farther Finance Advisors, LLC | 62 | $1.47K | 0.00% | +2+3.3% | Added |
| CWM, LLC | 44 | $1.00K | 0.00% | +18+69.2% | Added |
| Sterling Capital Management LLC | 38 | $902 | 0.00% | +14+58.3% | Added |
| SBI Securities Co., Ltd. | 23 | $546 | 0.00% | −1−4.2% | Reduced |
| Essential Partners LLC | 18 | $427 | 0.00% | −33−64.7% | Reduced |
| The PNC Financial Services Group, Inc. | 11 | $261 | 0.00% | +4+57.1% | Added |
| IFP Advisors, Inc | 1 | $24 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $24 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 1 | $24 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −14,960−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −8,520−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |