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Jeff Yass’s Union Bankshares UNB Stock Holding History

Jeff Yass’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
-20,146
Closed -$634K – 13760
2025
Q1 		$634K Sell
20,146
-6,934
-26% -$212K ﹤0.01% 8380
2024
Q4 		$783K Buy
27,080
+17,095
+171% +$517K ﹤0.01% 7566
2024
Q3 		$259K Sell
9,985
-10,677
-52% -$263K ﹤0.01% 9918
2024
Q2 		$444K Sell
20,662
-4,853
-19% -$122K ﹤0.01% 8553
2024
Q1 		$778K Buy
25,515
+18,543
+266% +$565K ﹤0.01% 7466
2023
Q4 		$214K Buy
+6,972
New +$191K ﹤0.01% 10547
2018
Q4 		– Sell
-4,601
Closed -$245K – 10003
2018
Q3 		$245K Buy
+4,601
New +$242K ﹤0.01% 7857

Other funds holding UNB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's UNB Position: Q2 2025 in Review

Jeff Yass sold out of Union Bankshares (UNB) in Q2 2025, closing a stake of 20,146 shares — an estimated $634K sold.

Jeff Yass first reported a position in UNB in Q3 2018 and held it in 7 quarters. The position peaked at $783K in Q4 2024. 37 funds tracked by Wall St. Rank hold UNB as of Q2 2025.

  • Jeff Yass reported no remaining Union Bankshares position as of Q2 2025 after selling out during the quarter.
  • Jeff Yass sold 20,146 Union Bankshares shares in Q2 2025, an estimated $634K.
  • Jeff Yass first reported a position in Union Bankshares in Q3 2018 and held it in 7 quarters.
  • Jeff Yass's Union Bankshares position peaked at $783K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.