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Union Bankshares
UNB

53 hedge funds and large institutions have $21.7M invested in Union Bankshares in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

8% more funds holding

Funds holding: 49 → 53 (+4)

0% less capital invested

Capital invested by funds: $21.8M → $21.7M (-$39.1K)

0.65% less ownership

Funds ownership: 20% → 19.35% (-0.65%)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$386K
2
CFSG
Community Financial Services Group
Vermont
+$197K
3
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$165K
4
BlackRock
BlackRock
New York
+$105K
5
Northern Trust
Northern Trust
Illinois
+$63.2K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$392K
2
Bank of America
Bank of America
North Carolina
-$126K
3
Barclays
Barclays
United Kingdom
-$115K
4
Wells Fargo
Wells Fargo
California
-$64.2K
5
KAS
Kestra Advisory Services
Texas
-$42.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$33K +$4.41K +183 +16%
PFSRSONJ
27
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.2K – – –
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$24.6K -$2.19K -91 -8%
TRCT
29
Tower Research Capital (TRC)
New York
$22.9K +$11.7K +486 +107%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$16.9K +$1.18K +49 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$12K +$8.7K +361 +230%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$11.5K +$1.76K +73 +18%
CYG
33
Clean Yield Group
Vermont
$10.9K – – –
AIP
34
Ameritas Investment Partners
Nebraska
$9.05K – – –
Legal & General Group
35
Legal & General Group
United Kingdom
$8.03K -$1.69K -70 -18%
Citigroup
36
Citigroup
New York
$4.64K +$2.6K +108 +130%
1IA
37
1620 Investment Advisors
Massachusetts
$2.92K – – –
PWA
38
Portus Wealth Advisors
North Carolina
$2.83K +$2.8K +116 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.41K +$1.33K +55 +125%
FFA
40
Farther Finance Advisors
California
$1.51K – – –
SA
41
Scarborough Advisors
Maryland
$1.41K +$1.4K +58 New
SCM
42
Sterling Capital Management
North Carolina
$730 -$193 -8 -21%
SS
43
SBI Securities
Japan
$559 – – –
GI
44
GAMMA Investing
California
$413 +$410 +17 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$219 -$48 -2 -18%
EP
46
Essential Partners
California
$170 -$265 -11 -61%
EWA
47
EverSource Wealth Advisors
Alabama
$98 +$72 +3 +300%
RFP
48
Root Financial Partners
California
$73 +$72 +3 New
RIL
49
Rothschild Investment LLC
Illinois
$73 +$72 +3 New
MCM
50
MAI Capital Management
Ohio
$49 +$24 +1 +100%
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UNB Hedge Fund Activity: Q1 2026 in Review

53 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2026, worth a combined $21.7M — down 0.18% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UNB positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $386K. The largest seller was LPL Financial, cutting an estimated $392K.

  • 53 institutional investors held Union Bankshares (UNB) as of Q1 2026, up from 49 in Q4 2025.
  • Funds reported $21.7M of Union Bankshares stock for Q1 2026, down 0.18% quarter-over-quarter.
  • 11 funds opened new Union Bankshares positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest Union Bankshares buyer in Q1 2026 was Goldman Sachs, an estimated $386K added.
  • The largest Union Bankshares seller in Q1 2026 was LPL Financial, an estimated $392K sold.

Based on aggregated 13F filings for Q1 2026.