Citadel Advisors
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Citadel Advisors’s Union Bankshares UNB Stock Holding History

Citadel Advisors’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
2026
Q1 		$281K Sell
11,546
-1,450
-11% -$35K ﹤0.01% 10613
2025
Q4 		$308K Buy
12,996
+2,973
+30% +$70K ﹤0.01% 10082
2025
Q3 		$248K Buy
+10,023
New +$268K ﹤0.01% 10773
2025
Q1 		– Sell
-8,350
Closed -$241K – 15607
2024
Q4 		$241K Buy
+8,350
New +$252K ﹤0.01% 10101

Other funds holding UNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citadel Advisors's UNB Position: Q1 2026 in Review

Citadel Advisors reduced its Union Bankshares (UNB) stake by 11% in Q1 2026, selling an estimated $35K and leaving 11,546 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #10613.

Citadel Advisors first reported a position in UNB in Q4 2024 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

  • Citadel Advisors held 11,546 shares of Union Bankshares worth $281K as of Q1 2026.
  • Citadel Advisors sold 1,450 Union Bankshares shares in Q1 2026, an estimated $35K.
  • Union Bankshares made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10613 holding.
  • Citadel Advisors first reported a position in Union Bankshares in Q4 2024 and has held it in 4 quarters since.
  • Citadel Advisors's Union Bankshares position peaked at $308K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.