Union BanksharesUNB
13F holders, Q2 2024 (June 30)28holders −1
1new positions
2sold out
1famous investor
$21.48avg. 13F price*
At the end of Q2 2024, 28 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were FMR LLC ($4.6M), Vanguard Group Inc. ($3.1M) and Cardinal Capital Management ($1.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 2 | $748K |
All 13F filers, Q1 2024 → Q2 2024: 22,844 shares bought and 57,821 shares sold, net −34,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| FMR LLC | 0.00% | Add +2.7% | 215,190 | $4.6M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 144,984 | $3.1M |
| Cardinal Capital Management | 0.23% | Add +17.4% | 64,629 | $1.4M |
| Cannell & Spears LLC | 0.02% | No change | 42,940 | $922K |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 39,315 | $845K |
| LPL Financial LLC | 0.00% | Add +2.3% | 33,629 | $722K |
| Dimensional Fund Advisors LP | 0.00% | Add +10.4% | 30,924 | $664K |
| Trust Co. of Vermont | 0.04% | No change | 30,428 | $654K |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 25,893 | $556K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.0% | 20,662 | $444K |
| BlackRock Inc. | 0.00% | Add +1.8% | 17,070 | $367K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 16,390 | $352K |
| Renaissance Technologies | 0.00% | Add +7.7% | 14,032 | $301K |
| State Street Corp. | 0.00% | Add +2.0% | 10,091 | $217K |
| Morgan Stanley | 0.00% | Reduce -6.9% | 9,955 | $214K |
| Citigroup Inc. | 0.00% | Reduce -29.9% | 4,026 | $86K |
| Wells Fargo & Company | 0.00% | Reduce -78.3% | 3,770 | $81K |
| Bank of America Corp. | 0.00% | Reduce -16.5% | 3,403 | $73K |
| UBS Group AG | 0.00% | Add +104.2% | 2,458 | $53K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 875 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -6.0% | 679 | $15K |
| Clean Yield Group | 0.00% | No change | 450 | $10K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 120 | $3K |
| Royal Bank of Canada | 0.00% | Add +200.0% | 75 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 31 | $666 |
| JPMorgan Chase & Co. | 0.00% | No change | 5 | $107 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 2 | $42 |
| 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.