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, Q2 2026
Institutional positions in Union Bankshares Inc as of Jun 30, 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
- 50
- −2 vs. Q1 2026
- Shares held
- 787.8K
- −105.0K (−11.8%) vs. Q1 2026
- Total value
- $19.1M
- −$2.60M (−12.0%) vs. Q1 2026
- New holders
- 13
- 12 more added
- Sold out
- 15
- 17 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +2+28.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 1 | $24 | 0.00% | +1 | New |
| Fortitude Family Office, LLC | 2 | $49 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 5 | $121 | 0.00% | −57−91.9% | Reduced |
| True Wealth Design, LLC | 5 | $122 | 0.00% | +5 | New |
| Rothschild Investment LLC | 7 | $170 | 0.00% | +4+133.3% | Added |
| The PNC Financial Services Group, Inc. | 8 | $194 | 0.00% | −1−11.1% | Reduced |
| EverSource Wealth Advisors, LLC | 9 | $219 | 0.00% | +5+125.0% | Added |
| IFP Advisors, Inc | 12 | $291 | 0.00% | +12 | New |
| GAMMA Investing LLC | 17 | $412 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $485 | 0.00% | +13+185.7% | Added |
| SBI Securities Co., Ltd. | 23 | $558 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $558 | 0.00% | +22+2,200.0% | Added |
| JPMorgan Chase & Co | 49 | $1.18K | 0.00% | −1,430−96.7% | Reduced |
| BNP Paribas Arbitrage, SA | 86 | $2.09K | 0.00% | −926−91.5% | Reduced |
| 1620 Investment Advisors, Inc. | 120 | $2.91K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 133 | $3.23K | 0.00% | −808−85.9% | Reduced |
| SRS Capital Advisors, Inc. | 144 | $3.49K | 0.00% | +144 | New |
| Royal Bank of Canada | 223 | $5.00K | 0.00% | −295−56.9% | Reduced |
| Clean Yield Group | 450 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $12.0K | 0.00% | +500 | New |
| FMR LLC | 745 | $18.1K | 0.00% | +49+7.0% | Added |
| Wells Fargo & Company | 771 | $18.7K | 0.00% | −1,325−63.2% | Reduced |
| UBS Group AG | 1,111 | $27.0K | 0.00% | −246−18.1% | Reduced |
| Vanguard Global Advisers, LLC | 1,628 | $39.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,050 | $49.7K | 0.00% | +1,578+334.3% | Added |
| Barclays PLC | 2,913 | $70.7K | 0.00% | −850−22.6% | Reduced |
| Community Financial Services Group, LLC | 7,180 | $177.2K | 0.03% | −1,000−12.2% | Reduced |
| Squarepoint Ops LLC | 9,261 | $224.7K | 0.00% | +9,261 | New |
| Citadel Advisors LLC | 9,381 | $227.6K | 0.00% | −2,165−18.8% | Reduced |
| HSBC Holdings PLC | 10,535 | $251.6K | 0.00% | +10,535 | New |
| State Street Corp | 11,191 | $271.5K | 0.00% | −25,384−69.4% | Reduced |
| AQR Capital Management LLC | 13,390 | $324.8K | 0.00% | +13,390 | New |
| LPL Financial LLC | 13,924 | $337.8K | 0.00% | +51+0.4% | Added |
| Jane Street Group, LLC | 13,966 | $338.8K | 0.00% | +13,966 | New |
| Northern Trust Corp | 16,494 | $400.1K | 0.00% | −31,149−65.4% | Reduced |
| Goldman Sachs Group Inc | 16,723 | $405.7K | 0.00% | −12,383−42.5% | Reduced |
| Morgan Stanley | 21,236 | $515.2K | 0.00% | +1,434+7.2% | Added |
| Renaissance Technologies LLC | 21,852 | $530.1K | 0.00% | +3,620+19.9% | Added |
| Vanguard Fiduciary Trust Co | 22,438 | $544.3K | 0.00% | −2,910−11.5% | Reduced |
| Trust Co of Vermont | 29,323 | $711.4K | 0.03% | +29,323 | New |
| Millennium Management LLC | 31,709 | $769.3K | 0.00% | +31,709 | New |
| Spears Abacus Advisors LLC | 40,169 | $974.5K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 41,052 | $995.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 45,223 | $1.10M | 0.00% | −43,257−48.9% | Reduced |
| BlackRock, Inc. | 65,942 | $1.60M | 0.00% | −134,089−67.0% | Reduced |
| Truffle Hound Capital, LLC | 80,000 | $1.94M | 1.22% | +80,000 | New |
| Cardinal Capital Management | 104,509 | $2.54M | 0.31% | +1,949+1.9% | Added |
| Vanguard Capital Management LLC | 151,233 | $3.67M | 0.00% | +1,759+1.2% | Added |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −21,757−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −11,210−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −1,812−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |