Union BanksharesUNB
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 53 institutions reported holding Union Bankshares Inc. (UNB) in their 13F filings, up 4 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($4.9M), Vanguard Capital Management LLC ($3.6M) and Cardinal Capital Management ($2.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $204K |
| Exits | 5 | $177K |
All 13F filers, Q4 2025 → Q1 2026: 41,304 shares bought and 35,824 shares sold, net +5,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| BlackRock, Inc. | 0.00% | Add +2.2% | 200,031 | $4.9M |
| Vanguard Capital Management LLC | 0.00% | — | 149,474 | $3.6M |
| Cardinal Capital Management | 0.32% | Add +7.1% | 102,560 | $2.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.3% | 88,480 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 47,643 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | No change | 41,052 | $998K |
| Cannell & Spears LLC | 0.02% | No change | 40,169 | $977K |
| State Street Corp. | 0.00% | Reduce -1.9% | 36,575 | $890K |
| Goldman Sachs Group Inc. | 0.00% | Add +122.2% | 29,106 | $708K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 25,348 | $616K |
| Vanguard Portfolio Management LLC | 0.00% | — | 21,757 | $529K |
| Morgan Stanley | 0.00% | Reduce -4.8% | 19,802 | $482K |
| Renaissance Technologies | 0.00% | Add +1.1% | 18,232 | $443K |
| LPL Financial LLC | 0.00% | Reduce -54.0% | 13,873 | $337K |
| Citadel Advisors | 0.00% | Reduce -11.2% | 11,546 | $281K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 11,210 | $273K |
| Community Financial Services Group, LLC | 0.04% | New | 8,180 | $200K |
| Barclays PLC | 0.00% | Reduce -56.0% | 3,763 | $92K |
| Deutsche Bank AG | 0.00% | Reduce -29.9% | 3,231 | $79K |
| New York State Common Retirement Fund | 0.00% | No change | 2,900 | $71K |
| Rhumbline Advisers | 0.00% | Add +15.0% | 2,831 | $69K |
| Wells Fargo & Company | 0.00% | Reduce -55.9% | 2,096 | $51K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.9% | 1,812 | $44K |
| Vanguard Global Advisers, LLC | 0.00% | — | 1,628 | $40K |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 1,479 | $36K |
| UBS Group AG | 0.00% | Add +15.6% | 1,357 | $33K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,202 | $29K |
| BNP Paribas Financial Markets | 0.00% | Reduce -8.3% | 1,012 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +106.8% | 941 | $23K |
| FMR LLC | 0.00% | Add +7.6% | 696 | $17K |
| Royal Bank of Canada | 0.00% | Add +229.9% | 518 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.3% | 472 | $11K |
| Clean Yield Group | 0.00% | No change | 450 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 372 | $9K |
| Legal & General Group Plc | 0.00% | Reduce -17.5% | 330 | $8K |
| Citigroup Inc. | 0.00% | Add +130.1% | 191 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 120 | $3K |
| Portus Wealth Advisors, LLC | 0.00% | New | 116 | $3K |
| Cwm, LLC | 0.00% | Add +125.0% | 99 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 62 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 58 | $1K |
| Sterling Capital Management LLC | 0.00% | Reduce -21.1% | 30 | $730 |
| SBI Securities Co., Ltd. | 0.00% | No change | 23 | $559 |
| GAMMA Investing LLC | 0.00% | New | 17 | $413 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.2% | 9 | $219 |
| Essential Partners LLC | 0.00% | Reduce -61.1% | 7 | $170 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +300.0% | 4 | $98 |
| Rothschild Investment LLC | 0.00% | New | 3 | $73 |
| Root Financial Partners, LLC | 0.00% | New | 3 | $73 |
| MAI Capital Management | 0.00% | Add +100.0% | 2 | $49 |
| Allworth Financial LP | 0.00% | New | 1 | $25 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
| Covestor Ltd | 0.00% | Add +600.0% | 7 | $0 |
"% of holder's portfolio" is UNB's weight in each manager's 13F, not the share of Union Bankshares Inc. the manager owns.