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UNB

Union Bankshares Inc

Company with tickers: UNB

CIK
706863
CUSIP
905400107
Shares Outstanding
4,614,052
13F Activity (30d)
46 filings 42 filers
Holders: 53
Total Value: $21,714,852
Total Shares: 892,882

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 53 13F filers · Δ vs Dec 31, 2025
Top Holder
22.4%
Jun 2023 → Mar 2026 · range 18.1% – 31.9%
+0.8 pts
Top 5
65.9%
Jun 2023 → Mar 2026 · range 58.6% – 70.5%
−2.0 pts
Top 10
85.2%
Jun 2023 → Mar 2026 · range 81.0% – 89.1%
−2.1 pts
HHI
1,140
Jun 2023 → Mar 2026 · range 1,095 – 1,497
Broadly held −101

Quarterly Activity

vs Dec 31, 2025
New
11
Increased
19
Decreased
12
Sold Out
7
Unchanged
11
Holder count: +4
Institutional value: -0.2%
Shares held: -2.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega GOLDMAN SACHS GROUP INC +16,008 29,106
Small Cardinal Capital Management +6,827 102,560
Mega BlackRock, Inc. +4,348 200,031
Mega NORTHERN TRUST CORP +2,623 47,643
Mega GEODE CAPITAL MANAGEMENT, LLC +1,166 88,480

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega LPL Financial LLC −16,257 13,873
Mega BARCLAYS PLC −4,779 3,763
Mega WELLS FARGO & COMPANY/MN −2,661 2,096
Mega CITADEL ADVISORS LLC −1,450 11,546
Mega DEUTSCHE BANK AG\ −1,376 3,231

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 149,474 $3,635,207
Mega VANGUARD FIDUCIARY TRUST CO 25,348 $616,463
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 21,757 $529,130
Small Community Financial Services Group, LLC 8,180 $198,937
Mega Vanguard Global Advisers, LLC 1,628 $39,592

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 198,178 $4,702,763
Mid TRUST CO OF VERMONT 29,323 $695,833
Mega BANK OF AMERICA CORP /DE/ 5,305 $125,886
Large Kestra Advisory Services, LLC 1,787 $42,405
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 223 $5,291
Filter: New 11 Increased 19 Reduced 12 Sold out 7 Unchanged 11
Showing 53 of 53
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $4,864,751 22.40% 200,031
Mega VANGUARD CAPITAL MANAGEMENT LLC $3,635,207 16.74% 149,474
Small Cardinal Capital Management $2,494,259 11.49% 102,560
Mega GEODE CAPITAL MANAGEMENT, LLC $2,151,833 9.91% 88,480
Mega NORTHERN TRUST CORP Bank $1,158,676 5.34% 47,643
Mega DIMENSIONAL FUND ADVISORS LP $998,383 4.60% 41,052
Mid Cannell & Spears LLC $976,910 4.50% 40,169
Mega STATE STREET CORP $889,504 4.10% 36,575
Mega GOLDMAN SACHS GROUP INC $707,857 3.26% 29,106
Mega VANGUARD FIDUCIARY TRUST CO Bank $616,463 2.84% 25,348
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $529,130 2.44% 21,757
Mega MORGAN STANLEY $481,581 2.22% 19,802
Large RENAISSANCE TECHNOLOGIES LLC $443,402 2.04% 18,232
Mega LPL Financial LLC $337,391 1.55% 13,873
Mega CITADEL ADVISORS LLC $280,798 1.29% 11,546
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $272,627 1.26% 11,210
Small Community Financial Services Group, LLC $198,937 0.92% 8,180
Mega BARCLAYS PLC $91,515 0.42% 3,763
Mega DEUTSCHE BANK AG\ Bank $78,576 0.36% 3,231
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $70,528 0.32% 2,900
Mega RHUMBLINE ADVISERS $68,849 0.32% 2,831
Mega WELLS FARGO & COMPANY/MN $50,973 0.23% 2,096
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $44,067 0.20% 1,812
Mega Vanguard Global Advisers, LLC $39,592 0.18% 1,628
Mega JPMORGAN CHASE & CO $35,969 0.17% 1,479
Mega UBS Group AG $33,002 0.15% 1,357
Large Police & Firemen's Retirement System of New Jersey Pension $29,232 0.13% 1,202
Mega BNP PARIBAS ARBITRAGE, SA $24,611 0.11% 1,012
Mid Tower Research Capital LLC (TRC) $22,885 0.11% 941
Mega FMR LLC $16,926 0.08% 696
Mega ROYAL BANK OF CANADA Bank $12,597 0.06% 518
Large Russell Investments Group, Ltd. $11,478 0.05% 472
Small Clean Yield Group $10,944 0.05% 450
Mid Ameritas Investment Partners, Inc. $9,047 0.04% 372
Mega Legal & General Group Plc $8,025 0.04% 330
Mega CITIGROUP INC $4,645 0.02% 191
Micro 1620 INVESTMENT ADVISORS, INC. $2,918 0.01% 120
Micro Portus Wealth Advisors, LLC $2,821 0.01% 116
Large CWM, LLC $2,407 0.01% 99
Mid Farther Finance Advisors, LLC $1,507 0.01% 62
Micro Scarborough Advisors, LLC $1,410 0.01% 58
Mid Sterling Capital Management LLC $729 0.00% 30
Mid SBI Securities Co., Ltd. Broker-Dealer $559 0.00% 23
Mid GAMMA Investing LLC $413 0.00% 17
Mega PNC FINANCIAL SERVICES GROUP, INC. $218 0.00% 9
Small Essential Partners LLC $170 0.00% 7
Small Covestor Ltd $170 0.00% 7
Mid EverSource Wealth Advisors, LLC $96 0.00% 4
Small Root Financial Partners, LLC $72 0.00% 3
Mid ROTHSCHILD INVESTMENT LLC $72 0.00% 3
Small Capital Advisors, Ltd. LLC $48 0.00% 2
Mid MAI Capital Management $48 0.00% 2
Mid Allworth Financial LP $24 0.00% 1

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