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.
Q1 2026 vs. Q4 2025
How the institutions holding Union Bankshares Inc changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 49 | 2 | 53 | +6 |
| Shares | 916.7K | 227.5K | 892.9K | +203.7K (+29.6%) |
| Value | $21.8M | $5.40M | $21.7M | +$5.36M (+32.8%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Union Bankshares Inc at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vanguard Capital Management LLC | 149,474 | $3.64M | 0.00% |
| Vanguard Fiduciary Trust Co | 25,348 | $616.5K | 0.00% |
| Vanguard Portfolio Management LLC | 21,757 | $529.1K | 0.00% |
| Community Financial Services Group, LLC | 8,180 | $199.6K | 0.04% |
| Vanguard Global Advisers, LLC | 1,628 | $39.6K | 0.00% |
| Portus Wealth Advisors, LLC | 116 | $2.83K | 0.00% |
| Scarborough Advisors, LLC | 58 | $1.41K | 0.00% |
| GAMMA Investing LLC | 17 | $413 | 0.00% |
| Rothschild Investment LLC | 3 | $73 | 0.00% |
| Root Financial Partners, LLC | 3 | $73 | 0.00% |
| Allworth Financial LP | 1 | $25 | 0.00% |
Sold out (5)
Institutions that held Union Bankshares Inc at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Bank of America Corp | 5,305 | $125.9K |
| Kestra Advisory Services, LLC | 1,787 | $42.4K |
| California State Teachers Retirement System | 223 | $5.29K |
| Amalgamated Bank | 114 | $3.00K |
| IFP Advisors, Inc | 1 | $24 |
Not filed for Q1 2026 yet (2)
Institutions that held Union Bankshares Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 198,178 | $4.70M |
| Trust Co of Vermont | 29,323 | $695.8K |