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.
Q4 2025 vs. Q3 2025
How the institutions holding Union Bankshares Inc changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 50 | 49 | −1 |
| Shares | 1.06M | 916.7K | −146.3K (−13.8%) |
| Value | $26.3M | $21.8M | −$4.57M (−17.3%) |
New holders (4)
Institutions that held Union Bankshares Inc at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Goldman Sachs Group Inc | 13,098 | $310.8K | 0.00% |
| Kestra Advisory Services, LLC | 1,787 | $42.4K | 0.00% |
| MAI Capital Management | 1 | $24 | 0.00% |
| EverSource Wealth Advisors, LLC | 1 | $24 | 0.00% |
Sold out (5)
Institutions that held Union Bankshares Inc at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| TrueMark Investments, LLC | 14,960 | $370.4K |
| Bank of New York Mellon Corp | 8,520 | $211.0K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 775 | $19.5K |
| SRS Capital Advisors, Inc. | 32 | $793 |
| True Wealth Design, LLC | 1 | $25 |