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