Union BanksharesUNB
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 49 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, down 1 from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($4.7M), BlackRock, Inc. ($4.6M) and Cardinal Capital Management ($2.3M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $353K |
| Exits | 5 | $602K |
All 13F filers, Q3 2025 → Q4 2025: 79,307 shares bought and 225,563 shares sold, net −146,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Vanguard Group Inc. | 0.00% | Add +7.1% | 198,178 | $4.7M |
| BlackRock, Inc. | 0.00% | Add +21.6% | 195,683 | $4.6M |
| Cardinal Capital Management | 0.30% | Reduce -0.5% | 95,733 | $2.3M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 87,314 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 45,020 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.1% | 41,052 | $974K |
| Cannell & Spears LLC | 0.02% | Reduce -4.5% | 40,169 | $953K |
| State Street Corp. | 0.00% | Add +1.8% | 37,275 | $885K |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 30,130 | $715K |
| Trust Co. of Vermont | 0.03% | No change | 29,323 | $696K |
| Morgan Stanley | 0.00% | Add +44.2% | 20,791 | $493K |
| Renaissance Technologies | 0.00% | Reduce -5.2% | 18,032 | $428K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,098 | $311K |
| Citadel Advisors | 0.00% | Add +29.7% | 12,996 | $308K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 11,210 | $266K |
| Barclays PLC | 0.00% | Add +42.5% | 8,542 | $203K |
| Bank of America Corp. | 0.00% | Add +9.4% | 5,305 | $126K |
| Wells Fargo & Company | 0.00% | Add +56.4% | 4,757 | $113K |
| Deutsche Bank AG | 0.00% | Reduce -2.0% | 4,607 | $109K |
| New York State Common Retirement Fund | 0.00% | No change | 2,900 | $69K |
| Rhumbline Advisers | 0.00% | Reduce -23.8% | 2,461 | $58K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,787 | $42K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 1,778 | $42K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.9% | 1,454 | $35K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,202 | $29K |
| UBS Group AG | 0.00% | Reduce -31.4% | 1,174 | $28K |
| BNP Paribas Financial Markets | 0.00% | Add +49.5% | 1,103 | $26K |
| FMR LLC | 0.00% | Reduce -99.7% | 647 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.7% | 455 | $11K |
| Clean Yield Group | 0.00% | No change | 450 | $11K |
| Legal & General Group Plc | 0.00% | No change | 400 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -84.3% | 399 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 372 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 223 | $5K |
| Royal Bank of Canada | 0.00% | Add +157.4% | 157 | $4K |
| Amalgamated Bank | 0.00% | Reduce -8.1% | 114 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 120 | $3K |
| Citigroup Inc. | 0.00% | Reduce -45.0% | 83 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.3% | 62 | $1K |
| Cwm, LLC | 0.00% | Add +69.2% | 44 | $1K |
| Sterling Capital Management LLC | 0.00% | Add +58.3% | 38 | $902 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.2% | 23 | $546 |
| Essential Partners LLC | 0.00% | Reduce -64.7% | 18 | $427 |
| PNC Financial Services Group, Inc. | 0.00% | Add +57.1% | 11 | $261 |
| MAI Capital Management | 0.00% | New | 1 | $24 |
| IFP Advisors, Inc | 0.00% | No change | 1 | $24 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $24 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
| Covestor Ltd | 0.00% | No change | 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.