Union BanksharesUNB
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 33 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 0 sold out. The largest holders were FMR LLC ($8.2M), Vanguard Group Inc. ($4.3M) and Cardinal Capital Management ($2.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Union Bankshares Inc.
- CUSIP
- 905400107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 147,018 shares bought and 4,014 shares sold, net +143,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| FMR LLC | 0.00% | Add +31.8% | 283,097 | $8.2M |
| Vanguard Group Inc. | 0.00% | No change | 148,479 | $4.3M |
| Cardinal Capital Management | 0.34% | Add +2.3% | 76,087 | $2.2M |
| Cannell & Spears LLC | 0.03% | Reduce -2.0% | 42,080 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 40,370 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.4% | 35,276 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 33,739 | $975K |
| Northern Trust Corp. | 0.00% | Add +16.8% | 30,880 | $893K |
| Trust Co. of Vermont | 0.04% | No change | 30,423 | $880K |
| Susquehanna International Group, LLP | 0.00% | Add +171.2% | 27,080 | $783K |
| BlackRock, Inc. | 0.00% | Add +18.9% | 20,571 | $595K |
| Renaissance Technologies | 0.00% | Add +13.2% | 18,708 | $541K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -3.7% | 15,790 | $456K |
| Qube Research & Technologies Ltd | 0.00% | New | 13,714 | $396K |
| Morgan Stanley | 0.00% | Add +36.4% | 13,599 | $393K |
| State Street Corp. | 0.00% | Add +10.9% | 11,191 | $324K |
| 683 Capital Management, LLC | 0.03% | New | 10,520 | $304K |
| Alpine Global Management, LLC | 0.09% | New | 9,309 | $269K |
| Community Financial Services Group, LLC | 0.05% | No change | 8,480 | $245K |
| Citadel Advisors | 0.00% | New | 8,350 | $241K |
| Bank of America Corp. | 0.00% | Add +24.1% | 4,225 | $122K |
| Citigroup Inc. | 0.00% | Reduce -13.5% | 3,075 | $89K |
| UBS Group AG | 0.00% | New | 1,082 | $31K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -11.4% | 775 | $24K |
| Wells Fargo & Company | 0.00% | No change | 770 | $22K |
| Clean Yield Group | 0.00% | No change | 450 | $13K |
| Barclays PLC | 0.00% | Reduce -56.6% | 361 | $10K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 120 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -68.7% | 46 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 31 | $896 |
| SBI Securities Co., Ltd. | 0.00% | — | 23 | $665 |
| JPMorgan Chase & Co. | 0.00% | No change | 5 | $145 |
| 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.