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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, Q1 2026

Institutional positions in Union Bankshares Inc as of Mar 31, 2026. 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
53
+6 vs. Q4 2025
Shares held
892.9K
+203.7K (+29.6%) vs. Q4 2025
Total value
$21.7M
+$5.36M (+32.8%) vs. Q4 2025
New holders
11
19 more added
Sold out
5
12 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 53 institutions
Q1 2021: 31 institutionsQ2 2021: 35 institutionsQ3 2021: 31 institutionsQ4 2021: 30 institutionsQ1 2022: 29 institutionsQ2 2022: 26 institutionsQ3 2022: 27 institutionsQ4 2022: 28 institutionsQ1 2023: 26 institutionsQ2 2023: 24 institutionsQ3 2023: 25 institutionsQ4 2023: 31 institutionsQ1 2024: 29 institutionsQ2 2024: 28 institutionsQ3 2024: 27 institutionsQ4 2024: 33 institutionsQ1 2025: 35 institutionsQ2 2025: 37 institutionsQ3 2025: 50 institutionsQ4 2025: 49 institutionsQ1 2026: 53 institutionsQ2 2026: 50 institutions
Value heldQ1 2026: $21.7M
Q1 2021: $16.0MQ2 2021: $21.6MQ3 2021: $19.9MQ4 2021: $18.0MQ1 2022: $18.2MQ2 2022: $14.6MQ3 2022: $11.7MQ4 2022: $11.4MQ1 2023: $10.7MQ2 2023: $11.3MQ3 2023: $11.1MQ4 2023: $20.5MQ1 2024: $23.4MQ2 2024: $15.7MQ3 2024: $19.3MQ4 2024: $25.7MQ1 2025: $28.8MQ2 2025: $29.0MQ3 2025: $26.3MQ4 2025: $21.8MQ1 2026: $21.7MQ2 2026: $19.1M
Institutions holding UNB and their total value by quarter
QuarterHoldersValue
Q2 202650$19.1M
Q1 202653$21.7M
Q4 202549$21.8M
Q3 202550$26.3M
Q2 202537$29.0M
Q1 202535$28.8M
Q4 202433$25.7M
Q3 202427$19.3M
Q2 202428$15.7M
Q1 202429$23.4M
Q4 202331$20.5M
Q3 202325$11.1M
Q2 202324$11.3M
Q1 202326$10.7M
Q4 202228$11.4M
Q3 202227$11.7M
Q2 202226$14.6M
Q1 202229$18.2M
Q4 202130$18.0M
Q3 202131$19.9M
Q2 202135$21.6M
Q1 202131$16.0M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q4 2025.

Institutions holding UNB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Covestor Ltd7$00.00%+6+600.0%Added
Allworth Financial LP1$250.00%+1New
MAI Capital Management2$490.00%+1+100.0%Added
Rothschild Investment LLC3$730.00%+3New
Root Financial Partners, LLC3$730.00%+3New
EverSource Wealth Advisors, LLC4$980.00%+3+300.0%Added
Essential Partners LLC7$1700.00%−11−61.1%Reduced
The PNC Financial Services Group, Inc.9$2190.00%−2−18.2%Reduced
GAMMA Investing LLC17$4130.00%+17New
SBI Securities Co., Ltd.23$5590.00%00.0%Unchanged
Sterling Capital Management LLC30$7300.00%−8−21.1%Reduced
Scarborough Advisors, LLC58$1.41K0.00%+58New
Farther Finance Advisors, LLC62$1.51K0.00%00.0%Unchanged
CWM, LLC99$2.41K0.00%+55+125.0%Added
Portus Wealth Advisors, LLC116$2.83K0.00%+116New
1620 Investment Advisors, Inc.120$2.92K0.00%00.0%Unchanged
Citigroup Inc191$4.64K0.00%+108+130.1%Added
Legal & General Group Plc330$8.03K0.00%−70−17.5%Reduced
Ameritas Investment Partners, Inc.372$9.05K0.00%00.0%Unchanged
Clean Yield Group450$10.9K0.00%00.0%Unchanged
Russell Investments Group, Ltd.472$11.5K0.00%+73+18.3%Added
Royal Bank of Canada518$12.0K0.00%+361+229.9%Added
FMR LLC696$16.9K0.00%+49+7.6%Added
Tower Research Capital LLC (TRC)941$22.9K0.00%+486+106.8%Added
BNP Paribas Arbitrage, SA1,012$24.6K0.00%−91−8.3%Reduced
Police & Firemen's Retirement System of New Jersey1,202$29.2K0.00%00.0%Unchanged
UBS Group AG1,357$33.0K0.00%+183+15.6%Added
JPMorgan Chase & Co1,479$35.8K0.00%+25+1.7%Added
Vanguard Global Advisers, LLC1,628$39.6K0.00%+1,628New
Mirae Asset Global ETFs Holdings Ltd.1,812$44.1K0.00%+34+1.9%Added
Wells Fargo & Company2,096$51.0K0.00%−2,661−55.9%Reduced
Rhumbline Advisers2,831$68.8K0.00%+370+15.0%Added
New York State Common Retirement Fund2,900$70.5K0.00%00.0%Unchanged
Deutsche Bank AG3,231$78.6K0.00%−1,376−29.9%Reduced
Barclays PLC3,763$91.5K0.00%−4,779−55.9%Reduced
Community Financial Services Group, LLC8,180$199.6K0.04%+8,180New
Charles Schwab Investment Management Inc11,210$272.6K0.00%00.0%Unchanged
Citadel Advisors LLC11,546$280.8K0.00%−1,450−11.2%Reduced
LPL Financial LLC13,873$337.4K0.00%−16,257−54.0%Reduced
Renaissance Technologies LLC18,232$443.4K0.00%+200+1.1%Added
Morgan Stanley19,802$481.6K0.00%−989−4.8%Reduced
Vanguard Portfolio Management LLC21,757$529.1K0.00%+21,757New
Vanguard Fiduciary Trust Co25,348$616.5K0.00%+25,348New
Goldman Sachs Group Inc29,106$707.9K0.00%+16,008+122.2%Added
State Street Corp36,575$889.5K0.00%−700−1.9%Reduced
Spears Abacus Advisors LLC40,169$976.9K0.02%00.0%Unchanged
Dimensional Fund Advisors LP41,052$998.3K0.00%00.0%Unchanged
Northern Trust Corp47,643$1.16M0.00%+2,623+5.8%Added
Geode Capital Management, LLC88,480$2.15M0.00%+1,166+1.3%Added
Cardinal Capital Management102,560$2.49M0.32%+6,827+7.1%Added
Vanguard Capital Management LLC149,474$3.64M0.00%+149,474New
BlackRock, Inc.200,031$4.86M0.00%+4,348+2.2%Added
Bank of America Corp0$00.00%−5,305−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,787−100.0%Sold out
California State Teachers Retirement System0$00.00%−223−100.0%Sold out
Amalgamated Bank0$00.00%−114−100.0%Sold out
IFP Advisors, Inc0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Trust Co of Vermont––––Not filed