Union BanksharesUNB
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 50 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, up 13 from Q2 2025. 15 opened new positions and 2 sold out. The largest holders were FMR LLC ($4.8M), Vanguard Group Inc. ($4.6M) and BlackRock, Inc. ($4.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.1M |
| Exits | 2 | $403K |
All 13F filers, Q2 2025 → Q3 2025: 90,502 shares bought and 117,573 shares sold, net −27,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| FMR LLC | 0.00% | Reduce -31.4% | 192,253 | $4.8M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 185,095 | $4.6M |
| BlackRock, Inc. | 0.00% | Add +20.6% | 160,913 | $4.0M |
| Cardinal Capital Management | 0.33% | Add +13.8% | 96,203 | $2.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 86,065 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -9.3% | 45,977 | $1.1M |
| Cannell & Spears LLC | 0.02% | No change | 42,080 | $1.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.3% | 40,990 | $1.0M |
| State Street Corp. | 0.00% | Add +7.5% | 36,626 | $907K |
| LPL Financial LLC | 0.00% | Add +3.9% | 31,276 | $774K |
| Trust Co. of Vermont | 0.03% | Add +0.7% | 29,323 | $726K |
| Renaissance Technologies | 0.00% | Add +10.8% | 19,013 | $471K |
| TrueMark Investments, LLC | 0.06% | New | 14,960 | $370K |
| Morgan Stanley | 0.00% | Reduce -20.5% | 14,418 | $357K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.4% | 11,210 | $278K |
| Citadel Advisors | 0.00% | New | 10,023 | $248K |
| Bank of New York Mellon Corp | 0.00% | New | 8,520 | $211K |
| Barclays PLC | 0.00% | Reduce -14.4% | 5,994 | $148K |
| Bank of America Corp. | 0.00% | Reduce -17.2% | 4,851 | $120K |
| Deutsche Bank AG | 0.00% | New | 4,699 | $116K |
| Rhumbline Advisers | 0.00% | Reduce -15.4% | 3,229 | $80K |
| Wells Fargo & Company | 0.00% | Add +13.5% | 3,041 | $75K |
| New York State Common Retirement Fund | 0.00% | Reduce -25.6% | 2,900 | $72K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,543 | $63K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -12.7% | 1,734 | $43K |
| UBS Group AG | 0.00% | Reduce -29.9% | 1,712 | $42K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.5% | 1,688 | $42K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 1,202 | $30K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 775 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 767 | $19K |
| BNP Paribas Financial Markets | 0.00% | Add +2.6% | 738 | $18K |
| Clean Yield Group | 0.00% | No change | 450 | $11K |
| Legal & General Group Plc | 0.00% | No change | 400 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 372 | $9K |
| California State Teachers Retirement System | 0.00% | No change | 227 | $6K |
| Citigroup Inc. | 0.00% | Reduce -88.3% | 151 | $4K |
| Amalgamated Bank | 0.00% | No change | 124 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 120 | $3K |
| Royal Bank of Canada | 0.00% | Add +238.9% | 61 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 60 | $1K |
| Essential Partners LLC | 0.00% | New | 51 | $1K |
| Cwm, LLC | 0.00% | New | 26 | $1K |
| Arax Advisory Partners | 0.00% | New | 32 | $793 |
| Sterling Capital Management LLC | 0.00% | Add +71.4% | 24 | $594 |
| SBI Securities Co., Ltd. | 0.00% | No change | 24 | $594 |
| PNC Financial Services Group, Inc. | 0.00% | New | 7 | $173 |
| IFP Advisors, Inc | 0.00% | New | 1 | $25 |
| True Wealth Design, LLC | 0.00% | New | 1 | $25 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
| Covestor Ltd | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is UNB's weight in each manager's 13F, not the share of Union Bankshares Inc. the manager owns.