Union BanksharesUNB
13F holders, Q2 2025 (June 30)37holders +2
10new positions
8sold out
1famous investor
$26.62avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, up 2 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were FMR LLC ($7.5M), Vanguard Group Inc. ($4.9M) and BlackRock, Inc. ($3.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $588K |
| Exits | 8 | $2.9M |
All 13F filers, Q1 2025 → Q2 2025: 274,663 shares bought and 100,642 shares sold, net +174,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| FMR LLC | 0.00% | Add +0.0% | 280,164 | $7.5M |
| Vanguard Group Inc. | 0.00% | Add +22.0% | 184,566 | $4.9M |
| BlackRock, Inc. | 0.00% | Add +520.6% | 133,428 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Add +105.4% | 86,310 | $2.3M |
| Cardinal Capital Management | 0.33% | Add +2.1% | 84,511 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +65.0% | 50,713 | $1.3M |
| Cannell & Spears LLC | 0.02% | No change | 42,080 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.8% | 39,283 | $1.0M |
| State Street Corp. | 0.00% | Add +204.5% | 34,078 | $907K |
| LPL Financial LLC | 0.00% | Reduce -12.6% | 30,116 | $802K |
| Trust Co. of Vermont | 0.04% | Reduce -4.3% | 29,123 | $775K |
| Morgan Stanley | 0.00% | Add +27.6% | 18,141 | $483K |
| Renaissance Technologies | 0.00% | Reduce -5.9% | 17,158 | $457K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 11,253 | $300K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 8,525 | $227K |
| Barclays PLC | 0.00% | Add +41076.5% | 7,000 | $186K |
| Raymond James Financial Inc. | 0.00% | Add +0.0% | 6,622 | $176K |
| Bank of America Corp. | 0.00% | Add +30.1% | 5,861 | $156K |
| New York State Common Retirement Fund | 0.00% | New | 3,900 | $104K |
| Rhumbline Advisers | 0.00% | New | 3,818 | $102K |
| Wells Fargo & Company | 0.00% | Add +248.1% | 2,680 | $71K |
| UBS Group AG | 0.00% | Reduce -22.3% | 2,443 | $65K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 1,987 | $53K |
| JPMorgan Chase & Co. | 0.00% | Add +34520.0% | 1,731 | $46K |
| Citigroup Inc. | 0.00% | Reduce -54.3% | 1,287 | $34K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 775 | $21K |
| BNP Paribas Financial Markets | 0.00% | Add +2219.3% | 719 | $19K |
| Clean Yield Group | 0.00% | No change | 450 | $12K |
| Legal & General Group Plc | 0.00% | New | 400 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 372 | $10K |
| California State Teachers Retirement System | 0.00% | New | 227 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 120 | $3K |
| Amalgamated Bank | 0.00% | New | 124 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.3% | 24 | $639 |
| Sterling Capital Management LLC | 0.00% | New | 14 | $373 |
| Royal Bank of Canada | 0.00% | New | 18 | $0 |
| 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.