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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$386K |
| 2 |
CFSG
Community Financial Services Group
Newport,
Vermont
|
+$197K |
| 3 |
CCMINC
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
+$165K |
| 4 |
BlackRock
New York
|
+$105K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$63.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$392K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$126K |
| 3 |
Barclays
London,
United Kingdom
|
-$115K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$64.2K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$42.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $25 | +$24 | +1 | New |
|
|
52
Bank of America
Charlotte,
North Carolina
| – | -$126K | -5,305 | Closed |
|
|
KAS
53
Kestra Advisory Services
Austin,
Texas
| – | -$42.4K | -1,787 | Closed |
|
54
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| – | -$5.29K | -223 | Closed |
|
|
AB
55
Amalgamated Bank
New York
| – | -$3K | -114 | Closed |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| – | -$24 | -1 | Closed |
|
|
C
57
Covestor
London,
United Kingdom
| – | +$145 | +6 | +600% |
|
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.