Union BanksharesUNB
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 50 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, down 3 from Q1 2026. 12 opened new positions and 15 sold out. The largest holders were Vanguard Capital Management LLC ($3.7M), Cardinal Capital Management ($2.5M) and Truffle Hound Capital, LLC ($1.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Union Bankshares Inc.
- CUSIP
- 905400107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.9M |
| Exits | 15 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 170,011 shares bought and 304,320 shares sold, net −134,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Vanguard Capital Management LLC | 0.00% | Add +1.2% | 151,233 | $3.7M |
| Cardinal Capital Management | 0.31% | Add +1.9% | 104,509 | $2.5M |
| Truffle Hound Capital, LLC | 1.22% | New | 80,000 | $1.9M |
| BlackRock, Inc. | 0.00% | Reduce -67.0% | 65,942 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -48.9% | 45,223 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | No change | 41,052 | $996K |
| Cannell & Spears LLC | 0.02% | No change | 40,169 | $975K |
| Millennium Management | 0.00% | New | 31,709 | $769K |
| Trust Co. of Vermont | 0.03% | — | 29,323 | $711K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -11.5% | 22,438 | $544K |
| Renaissance Technologies | 0.00% | Add +19.9% | 21,852 | $530K |
| Morgan Stanley | 0.00% | Add +7.2% | 21,236 | $515K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.5% | 16,723 | $406K |
| Northern Trust Corp. | 0.00% | Reduce -65.4% | 16,494 | $400K |
| Jane Street Group, LLC | 0.00% | New | 13,966 | $339K |
| LPL Financial LLC | 0.00% | Add +0.4% | 13,924 | $338K |
| AQR Capital Management | 0.00% | New | 13,390 | $325K |
| State Street Corp. | 0.00% | Reduce -69.4% | 11,191 | $271K |
| HSBC Holdings PLC | 0.00% | New | 10,535 | $252K |
| Citadel Advisors | 0.00% | Reduce -18.8% | 9,381 | $228K |
| Squarepoint Ops LLC | 0.00% | New | 9,261 | $225K |
| Community Financial Services Group, LLC | 0.03% | Reduce -12.2% | 7,180 | $177K |
| Barclays PLC | 0.00% | Reduce -22.6% | 2,913 | $71K |
| Russell Investments Group, Ltd. | 0.00% | Add +334.3% | 2,050 | $50K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 1,628 | $39K |
| UBS Group AG | 0.00% | Reduce -18.1% | 1,111 | $27K |
| Wells Fargo & Company | 0.00% | Reduce -63.2% | 771 | $19K |
| FMR LLC | 0.00% | Add +7.0% | 745 | $18K |
| Hanson & Doremus Investment Management | 0.00% | New | 500 | $12K |
| Clean Yield Group | 0.00% | No change | 450 | $11K |
| Royal Bank of Canada | 0.00% | Reduce -57.0% | 223 | $5K |
| Arax Advisory Partners | 0.00% | New | 144 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.9% | 133 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 120 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -91.5% | 86 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.7% | 49 | $1K |
| Allworth Financial LP | 0.00% | Add +2200.0% | 23 | $558 |
| SBI Securities Co., Ltd. | 0.00% | No change | 23 | $558 |
| Essential Partners LLC | 0.00% | Add +185.7% | 20 | $485 |
| GAMMA Investing LLC | 0.00% | No change | 17 | $412 |
| IFP Advisors, Inc | 0.00% | New | 12 | $291 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +125.0% | 9 | $219 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.1% | 8 | $194 |
| Rothschild Investment LLC | 0.00% | Add +133.3% | 7 | $170 |
| True Wealth Design, LLC | 0.00% | New | 5 | $122 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.9% | 5 | $121 |
| Fortitude Family Office, LLC | 0.00% | New | 2 | $49 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 1 | $24 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
| Covestor Ltd | 0.00% | Add +28.6% | 9 | $0 |
"% of holder's portfolio" is UNB's weight in each manager's 13F, not the share of Union Bankshares Inc. the manager owns.