UNION BANKSHARES INC (UNB) — Institutional Holders, Q2 2026
51 institutional investment managers reported a UNB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $19.1M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UNB in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Truffle Hound CapitalNew · +80,000 sh+$1.9M
- MILLENNIUM MANAGEMENTNew · +31,709 sh+$769.3K
- JANE STREET GROUPNew · +13,966 sh+$338.8K
- AQR CAPITAL MANAGEMENTNew · +13,390 sh+$324.8K
- HSBC PLCNew · +10,535 sh+$255.6K
Biggest sellers
- BlackRockTrimmed · -134,089 sh-$3.3M
- GEODE CAPITAL MANAGEMENTTrimmed · -43,257 sh-$1.0M
- NORTHERNTrimmed · -31,149 sh-$755.7K
- STATE STREETTrimmed · -25,384 sh-$615.8K
- VANGUARD PORTFOLIO MANAGEMENTSold out · -21,757 sh-$527.8K
UNB 13F holders ranked 1–51 of 51
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT#1 · 151,233 sh | 151,233 | $3.7M | <0.01% | +1.2% |
| 2 | Cardinal Capital Management#2 · 104,509 sh | 104,509 | $2.5M | — | +1.9% |
| 3 | Truffle Hound Capital#3 · 80,000 sh | 80,000 | $1.9M | 0.41% | New |
| 4 | BlackRock#4 · 65,942 sh | 65,942 | $1.6M | 0.00% | -67.0% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 45,223 sh | 45,223 | $1.1M | <0.01% | -48.9% |
| 6 | DIMENSIONAL FUND ADVISORS#6 · 41,052 sh | 41,052 | $995.9K | <0.01% | 0.0% |
| 7 | Spears Abacus Advisors#7 · 40,169 sh | 40,169 | $974.5K | 0.02% | 0.0% |
| 8 | MILLENNIUM MANAGEMENT#8 · 31,709 sh | 31,709 | $769.3K | <0.01% | New |
| 9 | OF VERMONT#9 · 29,323 sh | 29,323 | $711.4K | — | — |
| 10 | VANGUARD FIDUCIARY#10 · 22,438 sh | 22,438 | $544.3K | <0.01% | -11.5% |
| 11 | RENAISSANCE TECHNOLOGIES#11 · 21,852 sh | 21,852 | $530.1K | <0.01% | +19.9% |
| 12 | MORGAN STANLEY#12 · 21,236 sh | 21,236 | $515.2K | 0.00% | +7.2% |
| 13 | GOLDMAN SACHS GROUP#13 · 16,723 sh | 16,723 | $405.7K | 0.00% | -42.5% |
| 14 | NORTHERN#14 · 16,494 sh | 16,494 | $400.1K | 0.00% | -65.4% |
| 15 | JANE STREET GROUP#15 · 13,966 sh | 13,966 | $338.8K | 0.00% | New |
| 16 | LPL Financial#16 · 13,924 sh | 13,924 | $337.8K | <0.01% | +0.4% |
| 17 | AQR CAPITAL MANAGEMENT#17 · 13,390 sh | 13,390 | $324.8K | <0.01% | New |
| 18 | STATE STREET#18 · 11,191 sh | 11,191 | $271.5K | 0.00% | -69.4% |
| 19 | HSBC PLC#19 · 10,535 sh | 10,535 | $251.6K | <0.01% | New |
| 20 | CITADEL ADVISORS#20 · 9,381 sh | 9,381 | $227.6K | 0.00% | -18.8% |
| 21 | Squarepoint Ops#21 · 9,261 sh | 9,261 | $224.7K | <0.01% | New |
| 22 | Community Financial Services Group#22 · 7,180 sh | 7,180 | $177.2K | — | -12.2% |
| 23 | BARCLAYS PLC#23 · 2,913 sh | 2,913 | $70.7K | 0.00% | -22.6% |
| 24 | Russell Investments Group, Ltd.#24 · 2,050 sh | 2,050 | $49.7K | 0.00% | +334.3% |
| 25 | Vanguard Global Advisers#25 · 1,628 sh | 1,628 | $39.5K | 0.00% | 0.0% |
| 26 | UBS Group AG#26 · 1,111 sh | 1,111 | $27.0K | 0.00% | -18.1% |
| 27 | WELLS FARGO & COMPANY#27 · 771 sh | 771 | $18.7K | 0.00% | -63.2% |
| 28 | FMR#28 · 745 sh | 745 | $18.1K | 0.00% | +7.0% |
| 29 | Hanson & Doremus Investment Management#29 · 500 sh | 500 | $12.0K | — | New |
| 30 | Clean Yield Group#30 · 450 sh | 450 | $10.9K | <0.01% | 0.0% |
| 31 | ROYAL BANK OF CANADA#31 · 223 sh | 223 | $5.0K | 0.00% | -56.9% |
| 32 | SRS Capital Advisors#32 · 144 sh | 144 | $3.5K | 0.00% | New |
| 33 | Tower Research Capital (TRC)#33 · 133 sh | 133 | $3.2K | <0.01% | -85.9% |
| 34 | 1620 INVESTMENT ADVISORS#34 · 120 sh | 120 | $2.9K | <0.01% | 0.0% |
| 35 | BNP PARIBAS FINANCIAL MARKETS#35 · 86 sh | 86 | $2.1K | 0.00% | -91.5% |
| 36 | Integrated Wealth Concepts#36 · 57 sh | 57 | $1.4K | 0.00% | New |
| 37 | JPMORGAN CHASE#37 · 49 sh | 49 | $1.2K | 0.00% | -96.7% |
| 38 | Allworth Financial#38 · 23 sh | 23 | $558.00 | 0.00% | +2200.0% |
| 39 | SBI Securities , Ltd.#39 · 23 sh | 23 | $558.00 | — | 0.0% |
| 40 | Essential Partners#40 · 20 sh | 20 | $485.00 | — | +185.7% |
| 41 | GAMMA Investing#41 · 17 sh | 17 | $412.00 | — | 0.0% |
| 42 | IFP Advisors#42 · 12 sh | 12 | $291.00 | — | New |
| 43 | EverSource Wealth Advisors#43 · 9 sh | 9 | $219.00 | 0.00% | -99.0% |
| 44 | PNC FINANCIAL SERVICES GROUP#44 · 8 sh | 8 | $194.00 | 0.00% | -11.1% |
| 45 | ROTHSCHILD INVESTMENT#45 · 7 sh | 7 | $170.00 | 0.00% | +133.3% |
| 46 | True Wealth Design#46 · 5 sh | 5 | $122.00 | — | New |
| 47 | Farther Finance Advisors#47 · 5 sh | 5 | $121.00 | — | -91.9% |
| 48 | Fortitude Family Office#48 · 2 sh | 2 | $49.00 | — | New |
| 49 | Wealth Enhancement Services#49 · 1 sh | 1 | $24.00 | — | New |
| 50 | Capital Advisors, Ltd.#50 · 2 sh | 2 | $0.00 | 0.00% | 0.0% |
| 51 | Covestor Ltd#51 · 9 sh | 9 | $0.00 | 0.00% | +28.6% |
Funds that sold out of UNB in Q2 2026 (15)
Held UNB at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT21,757 sh | 21,757 | $529.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT11,210 sh | 11,210 | $272.6K |
| DEUTSCHE BANK AG\3,231 sh | 3,231 | $78.6K |
| NEW YORK STATE COMMON RETIREMENT FUND2,900 sh | 2,900 | $70.5K |
| RHUMBLINE ADVISERS2,831 sh | 2,831 | $68.8K |
| MIRAE ASSET GLOBAL ETFS Ltd.1,812 sh | 1,812 | $44.1K |
| Police & Firemen's Retirement System of New Jersey1,202 sh | 1,202 | $29.2K |
| Ameritas Investment Partners372 sh | 372 | $9.0K |
| Legal & General Group Plc330 sh | 330 | $8.0K |
| CITIGROUP191 sh | 191 | $4.6K |
| Portus Wealth Advisors116 sh | 116 | $2.8K |
| Scarborough Advisors58 sh | 58 | $1.4K |
| Sterling Capital Management30 sh | 30 | $730.00 |
| Root Financial Partners3 sh | 3 | $73.00 |
| MAI Capital Management2 sh | 2 | $49.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.