Institutional Ownership Union Bankshares Inc (UNB)
This table provides information about the institutional ownership of Union Bankshares Inc (UNB). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 691,056 shares, which have been reported (via 13F filing form) to have a value of $18.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
184,566
shares
|
$5.02 Million
0.0% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
86,310
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Added 105.44%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
84,511
shares
|
$2.3 Million
0.34% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
50,713
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 64.99%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
42,080
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
39,283
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
34,078
shares
|
$927,603
0.0% of portfolio
|
Q2 2025
Added 204.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
30,116
shares
|
$819,757
0.0% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
29,123
shares
|
$792,728
0.04% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
18,141
shares
|
$493,798
0.0% of portfolio
|
Q2 2025
Added 27.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
17,158
shares
|
$467,040
0.0% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
17,070
shares
|
$464,645
0.0% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
11,253
shares
|
$306,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
8,525
shares
|
$232,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$190,540
0.0% of portfolio
|
Q2 2025
Added 41076.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,622
shares
|
$180,250
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,861
shares
|
$159,536
0.0% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
3,900
shares
|
$106,158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,818
shares
|
$103,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,680
shares
|
$72,949
0.0% of portfolio
|
Q2 2025
Added 248.05%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,443
shares
|
$66,498
0.0% of portfolio
|
Q2 2025
Reduced 22.27%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
1,987
shares
|
$54,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,287
shares
|
$35,032
0.0% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
775
shares
|
$21,095
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
450
shares
|
$12,249
0.0% of portfolio
|
Q2 2021
New holding
|