Union BanksharesUNB
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 35 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were FMR LLC ($8.8M), Vanguard Group Inc. ($4.8M) and Cardinal Capital Management ($2.6M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.1M |
| Exits | 3 | $815K |
All 13F filers, Q4 2024 → Q1 2025: 84,175 shares bought and 56,881 shares sold, net +27,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| FMR LLC | 0.00% | Reduce -1.0% | 280,160 | $8.8M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 151,269 | $4.8M |
| Cardinal Capital Management | 0.40% | Add +8.7% | 82,738 | $2.6M |
| Cannell & Spears LLC | 0.03% | No change | 42,080 | $1.3M |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 42,012 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.3% | 37,486 | $1.2M |
| LPL Financial LLC | 0.00% | Add +2.1% | 34,461 | $1.1M |
| Millennium Management | 0.00% | New | 31,438 | $989K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 30,737 | $967K |
| Trust Co. of Vermont | 0.05% | No change | 30,423 | $957K |
| BlackRock, Inc. | 0.00% | Add +4.5% | 21,498 | $677K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.6% | 20,146 | $634K |
| Renaissance Technologies | 0.00% | Reduce -2.5% | 18,232 | $574K |
| Morgan Stanley | 0.00% | Add +4.5% | 14,217 | $447K |
| Jane Street Group, LLC | 0.00% | New | 12,738 | $401K |
| State Street Corp. | 0.00% | No change | 11,191 | $352K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,525 | $268K |
| Community Financial Services Group, LLC | 0.05% | Reduce -11.8% | 7,480 | $235K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,801 | $214K |
| Raymond James Financial Inc. | 0.00% | New | 6,621 | $208K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.8% | 6,479 | $204K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -59.4% | 6,414 | $202K |
| Bank of America Corp. | 0.00% | Add +6.7% | 4,506 | $142K |
| UBS Group AG | 0.00% | Add +190.5% | 3,143 | $99K |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 2,818 | $89K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 775 | $27K |
| Wells Fargo & Company | 0.00% | No change | 770 | $24K |
| Clean Yield Group | 0.00% | No change | 450 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +326.1% | 196 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 120 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 31 | $976 |
| SBI Securities Co., Ltd. | 0.00% | No change | 23 | $724 |
| Barclays PLC | 0.00% | Reduce -95.3% | 17 | $535 |
| JPMorgan Chase & Co. | 0.00% | No change | 5 | $157 |
| 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.