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Bridgeway Capital Management’s Union Bankshares UNB Stock Holding History

Bridgeway Capital Management’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,414
Closed -$202K – 1268
2025
Q1 		$202K Sell
6,414
-9,376
-59% -$286K 0.01% 926
2024
Q4 		$456K Sell
15,790
-600
-4% -$18.1K 0.01% 837
2024
Q3 		$425K Hold
16,390
– – 0.01% 900
2024
Q2 		$352K Hold
16,390
– – 0.01% 937
2024
Q1 		$500K Hold
16,390
– – 0.01% 928
2023
Q4 		$502K Hold
16,390
– – 0.01% 944
2023
Q3 		$367K Hold
16,390
– – 0.01% 967
2023
Q2 		$376K Hold
16,390
– – 0.01% 986
2023
Q1 		$362K Hold
16,390
– – 0.01% 961
2022
Q4 		$384K Hold
16,390
– – 0.01% 947
2022
Q3 		$371K Hold
16,390
– – 0.01% 973
2022
Q2 		$429K Hold
16,390
– – 0.01% 915
2022
Q1 		$504K Buy
16,390
+539
+3% +$16.7K 0.01% 932
2021
Q4 		$461K Sell
15,851
-6,946
-30% -$219K 0.01% 1002
2021
Q3 		$729K Hold
22,797
– – 0.01% 922
2021
Q2 		$825K Sell
22,797
-3,100
-12% -$104K 0.01% 922
2021
Q1 		$777K Hold
25,897
– – 0.01% 957
2020
Q4 		$666K Hold
25,897
– – 0.01% 853
2020
Q3 		$525K Hold
25,897
– – 0.01% 865
2020
Q2 		$485K Buy
+25,897
New +$542K 0.01% 867
2020
Q1 		– Sell
-7,419
Closed -$269K – 1360
2019
Q4 		$269K Hold
7,419
– – ﹤0.01% 1144
2019
Q3 		$234K Hold
7,419
– – ﹤0.01% 1153
2019
Q2 		$275K Buy
7,419
+2,000
+37% +$75.2K ﹤0.01% 1117
2019
Q1 		$245K Hold
5,419
– – ﹤0.01% 1194
2018
Q4 		$259K Buy
5,419
+1,000
+23% +$47.1K ﹤0.01% 1173
2018
Q3 		$235K Buy
+4,419
New +$232K ﹤0.01% 1294

Other funds holding UNB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridgeway Capital Management's UNB Position: Q2 2025 in Review

Bridgeway Capital Management sold out of Union Bankshares (UNB) in Q2 2025, closing a stake of 6,414 shares — an estimated $202K sold.

Bridgeway Capital Management first reported a position in UNB in Q3 2018 and held it in 26 quarters. The position peaked at $825K in Q2 2021. 37 funds tracked by Wall St. Rank hold UNB as of Q2 2025.

  • Bridgeway Capital Management reported no remaining Union Bankshares position as of Q2 2025 after selling out during the quarter.
  • Bridgeway Capital Management sold 6,414 Union Bankshares shares in Q2 2025, an estimated $202K.
  • Bridgeway Capital Management first reported a position in Union Bankshares in Q3 2018 and held it in 26 quarters.
  • Bridgeway Capital Management's Union Bankshares position peaked at $825K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2025.

Based on Bridgeway Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.