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Union Bankshares
UNB

Overview Fund Activity

37 hedge funds and large institutions have $29M invested in Union Bankshares in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.55M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$2.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.91M
4
State Street
4
State Street
Massachusetts
$907K
5
Northern Trust
5
Northern Trust
Illinois
$1.35M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
CFSG
3
Community Financial Services Group
Vermont
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.46M 280,164 +4 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.91M 184,566 +33,297 +22%
BlackRock
3
BlackRock
New York
$3.55M 133,428 +111,930 +521%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.3M 86,310 +44,298 +105%
CCMINC
5
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.25M 84,511 +1,773 +2%
Northern Trust
6
Northern Trust
Illinois
$1.35M 50,713 +19,976 +65%
CS
7
Cannell & Spears
New York
$1.12M 42,080 – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.05M 39,283 +1,797 +5%
State Street
9
State Street
Massachusetts
$907K 34,078 +22,887 +205%
LPL Financial
10
LPL Financial
California
$802K 30,116 -4,345 -13%
TCOV
11
Trust Company of Vermont
Vermont
$775K 29,123 -1,300 -4%
Morgan Stanley
12
Morgan Stanley
New York
$483K 18,141 +3,924 +28%
Renaissance Technologies
13
Renaissance Technologies
New York
$457K 17,158 -1,074 -6%
Charles Schwab
14
Charles Schwab
California
$300K 11,253 +11,253 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$227K 8,525 – –
Barclays
16
Barclays
United Kingdom
$187K 7,000 +6,983 +41,076%
Raymond James Financial
17
Raymond James Financial
Florida
$176K 6,622 +1 +0%
Bank of America
18
Bank of America
North Carolina
$156K 5,861 +1,355 +30%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$104K 3,900 +3,900 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$102K 3,818 +3,818 New
Wells Fargo
21
Wells Fargo
California
$71.3K 2,680 +1,910 +248%
UBS Group
22
UBS Group
Switzerland
$65K 2,443 -700 -22%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$52.9K 1,987 +1,987 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$46.1K 1,731 +1,726 +34,520%
Citigroup
25
Citigroup
New York
$34.3K 1,287 -1,531 -54%
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