Union BanksharesUNB
13F holders, Q1 2024 (March 31)29holders
1famous investor
$30.50avg. 13F price*
At the end of Q1 2024, 29 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings. The largest holders were FMR LLC ($6.4M), Vanguard Group Inc. ($4.4M) and Cardinal Capital Management ($1.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Union Bankshares Inc.
- CUSIP
- 905400107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $490K |
| Exits | 3 | $255K |
Ownership 29 holders
| FMR LLC | 0.00% | Add +13.0% | 209,460 | $6.4M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 144,816 | $4.4M |
| Cardinal Capital Management | 0.27% | Add +29.9% | 55,061 | $1.7M |
| Cannell & Spears LLC | 0.03% | Reduce -7.1% | 42,940 | $1.3M |
| Geode Capital Management, LLC | 0.00% | No change | 38,529 | $1.2M |
| LPL Financial LLC | 0.00% | Add +6.0% | 32,882 | $1.0M |
| Trust Co. of Vermont | 0.05% | Add +1571.9% | 30,428 | $928K |
| Dimensional Fund Advisors LP | 0.00% | No change | 28,010 | $854K |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 27,062 | $825K |
| Susquehanna International Group, LLP | 0.00% | Add +266.0% | 25,515 | $778K |
| Wells Fargo & Company | 0.00% | Reduce -12.6% | 17,399 | $531K |
| BlackRock Inc. | 0.00% | Add +42.7% | 16,763 | $511K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 16,390 | $500K |
| Jane Street Group, LLC | 0.00% | New | 16,058 | $490K |
| Renaissance Technologies | 0.00% | Add +4.0% | 13,032 | $397K |
| Morgan Stanley | 0.00% | Add +23.3% | 10,695 | $326K |
| Qube Research & Technologies Ltd | 0.00% | Add +129.5% | 10,465 | $319K |
| State Street Corp. | 0.00% | No change | 9,891 | $302K |
| Community Financial Services Group, LLC | 0.06% | — | 8,480 | $259K |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 5,739 | $175K |
| Bank of America Corp. | 0.00% | Reduce -27.9% | 4,076 | $124K |
| UBS Group AG | 0.00% | Add +68.2% | 1,204 | $37K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 875 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +527.8% | 722 | $22K |
| Clean Yield Group | 0.01% | No change | 450 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -56.1% | 25 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 31 | $946 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.7% | 5 | $153 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is UNB's weight in each manager's 13F, not the share of Union Bankshares Inc. the manager owns.