Jim Simons’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $443K | Buy |
18,232
+200
| +1% | +$4.82K | ﹤0.01% | 2652 |
|
|
2025
Q4 | $428K | Sell |
18,032
-981
| -5% | -$23.1K | ﹤0.01% | 2637 |
|
|
2025
Q3 | $471K | Buy |
19,013
+1,855
| +11% | +$49.6K | ﹤0.01% | 2819 |
|
|
2025
Q2 | $457K | Sell |
17,158
-1,074
| -6% | -$32.7K | ﹤0.01% | 2880 |
|
|
2025
Q1 | $574K | Sell |
18,232
-476
| -3% | -$14.5K | ﹤0.01% | 2687 |
|
|
2024
Q4 | $541K | Buy |
18,708
+2,176
| +13% | +$65.8K | ﹤0.01% | 2808 |
|
|
2024
Q3 | $429K | Buy |
16,532
+2,500
| +18% | +$61.7K | ﹤0.01% | 2849 |
|
|
2024
Q2 | $301K | Buy |
14,032
+1,000
| +8% | +$25.2K | ﹤0.01% | 2907 |
|
|
2024
Q1 | $397K | Buy |
13,032
+500
| +4% | +$15.2K | ﹤0.01% | 2966 |
|
|
2023
Q4 | $384K | Sell |
12,532
-200
| -2% | -$5.47K | ﹤0.01% | 2885 |
|
|
2023
Q3 | $273K | Buy |
12,732
+1,400
| +12% | +$31.1K | ﹤0.01% | 2978 |
|
|
2023
Q2 | $263K | Sell |
11,332
-2,400
| -17% | -$52.6K | ﹤0.01% | 3186 |
|
|
2023
Q1 | $304K | Sell |
13,732
-5,600
| -29% | -$139K | ﹤0.01% | 3113 |
|
|
2022
Q4 | $464K | Sell |
19,332
-5,100
| -21% | -$123K | ﹤0.01% | 2994 |
|
|
2022
Q3 | $553K | Sell |
24,432
-2,358
| -9% | -$60.6K | ﹤0.01% | 2876 |
|
|
2022
Q2 | $701K | Sell |
26,790
-1,942
| -7% | -$56.4K | ﹤0.01% | 2943 |
|
|
2022
Q1 | $893K | Sell |
28,732
-1,250
| -4% | -$38.8K | ﹤0.01% | 2803 |
|
|
2021
Q4 | $894K | Buy |
29,982
+2,250
| +8% | +$70.8K | ﹤0.01% | 2731 |
|
|
2021
Q3 | $887K | Sell |
27,732
-3,001
| -10% | -$100K | ﹤0.01% | 2614 |
|
|
2021
Q2 | $1.11M | Sell |
30,733
-4,299
| -12% | -$144K | ﹤0.01% | 2619 |
|
|
2021
Q1 | $1.05M | Buy |
35,032
+2,897
| +9% | +$80.2K | ﹤0.01% | 2593 |
|
|
2020
Q4 | $826K | Sell |
32,135
-4,765
| -13% | -$118K | ﹤0.01% | 2601 |
|
|
2020
Q3 | $748K | Sell |
36,900
-3,931
| -10% | -$74.9K | ﹤0.01% | 2654 |
|
|
2020
Q2 | $764K | Buy |
40,831
+16,531
| +68% | +$346K | ﹤0.01% | 2688 |
|
|
2020
Q1 | $547K | Buy |
24,300
+900
| +4% | +$27.5K | ﹤0.01% | 2718 |
|
|
2019
Q4 | $848K | Buy |
23,400
+2,400
| +11% | +$81.7K | ﹤0.01% | 2708 |
|
|
2019
Q3 | $663K | Buy |
21,000
+1,400
| +7% | +$44.3K | ﹤0.01% | 2760 |
|
|
2019
Q2 | $725K | Buy |
19,600
+2,500
| +15% | +$94K | ﹤0.01% | 2844 |
|
|
2019
Q1 | $773K | Buy |
17,100
+900
| +6% | +$42.1K | ﹤0.01% | 2780 |
|
|
2018
Q4 | $774K | Buy |
16,200
+200
| +1% | +$9.41K | ﹤0.01% | 2695 |
|
|
2018
Q3 | $850K | Buy |
16,000
+3,600
| +29% | +$189K | ﹤0.01% | 2669 |
|
|
2018
Q2 | $644K | Buy |
12,400
+3,500
| +39% | +$180K | ﹤0.01% | 2756 |
|
|
2018
Q1 | $452K | Buy |
8,900
+1,200
| +16% | +$62.6K | ﹤0.01% | 2945 |
|
|
2017
Q4 | $408K | Buy |
7,700
+800
| +12% | +$40.2K | ﹤0.01% | 2930 |
|
|
2017
Q3 | $334K | Buy |
6,900
+1,300
| +23% | +$57.7K | ﹤0.01% | 2881 |
|
|
2017
Q2 | $266K | Buy |
+5,600
| New | +$240K | ﹤0.01% | 2931 |
|
Other funds holding UNB
VCM
CCMINC
CS
VFT
Jim Simons's UNB Position: Q1 2026 in Review
Jim Simons increased its Union Bankshares (UNB) stake by 1.1% in Q1 2026, buying an estimated $4.82K and bringing the position to 18,232 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.
Jim Simons first reported a position in UNB in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.11M in Q2 2021. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.
- Jim Simons held 18,232 shares of Union Bankshares worth $443K as of Q1 2026.
- Jim Simons bought 200 Union Bankshares shares in Q1 2026, an estimated $4.82K.
- Union Bankshares made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2652 holding.
- Jim Simons first reported a position in Union Bankshares in Q2 2017 and has held it in 36 quarters since.
- Jim Simons's Union Bankshares position peaked at $1.11M in Q2 2021.
- 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.