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
Q2 		$228K Sell
9,381
-2,165
-19% -$52.1K ﹤0.01% 11769
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors's UNB Position: Q2 2026 in Review

Citadel Advisors reduced its Union Bankshares (UNB) stake by 19% in Q2 2026, selling an estimated $52.1K and leaving 9,381 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #11769.

Citadel Advisors first reported a position in UNB in Q4 2024 and has held it in 5 quarters since. The position peaked at $308K in Q4 2025. 51 funds tracked by Wall St. Rank hold UNB as of Q2 2026.

  • Citadel Advisors held 9,381 shares of Union Bankshares worth $228K as of Q2 2026.
  • Citadel Advisors sold 2,165 Union Bankshares shares in Q2 2026, an estimated $52.1K.
  • Union Bankshares made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11769 holding.
  • Citadel Advisors first reported a position in Union Bankshares in Q4 2024 and has held it in 5 quarters since.
  • Citadel Advisors's Union Bankshares position peaked at $308K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.