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Union Bankshares

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: 4953 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.86M +$105K +4,348 +2%
VCM
2
Vanguard Capital Management
Pennsylvania
$3.64M +$3.6M +149,474 New
CCMINC
3
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.49M +$165K +6,827 +7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.15M +$28.1K +1,166 +1%
Northern Trust
5
Northern Trust
Illinois
$1.16M +$63.2K +2,623 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$998K
CS
7
Cannell & Spears
New York
$977K
State Street
8
State Street
Massachusetts
$890K -$16.9K -700 -2%
Goldman Sachs
9
Goldman Sachs
New York
$708K +$386K +16,008 +122%
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$616K +$611K +25,348 New
VPM
11
Vanguard Portfolio Management
Pennsylvania
$529K +$525K +21,757 New
Morgan Stanley
12
Morgan Stanley
New York
$482K -$23.8K -989 -5%
Renaissance Technologies
13
Renaissance Technologies
New York
$443K +$4.82K +200 +1%
LPL Financial
14
LPL Financial
California
$337K -$392K -16,257 -54%
Citadel Advisors
15
Citadel Advisors
Florida
$281K -$35K -1,450 -11%
Charles Schwab
16
Charles Schwab
California
$273K
CFSG
17
Community Financial Services Group
Vermont
$200K +$197K +8,180 New
Barclays
18
Barclays
United Kingdom
$91.5K -$115K -4,779 -56%
Deutsche Bank
19
Deutsche Bank
Germany
$78.6K -$33.2K -1,376 -30%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$70.5K
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$68.8K +$8.92K +370 +15%
Wells Fargo
22
Wells Fargo
California
$51K -$64.2K -2,661 -56%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$44.1K +$820 +34 +2%
VGA
24
Vanguard Global Advisers
Pennsylvania
$39.6K +$39.3K +1,628 New
JP Morgan Chase
25
JP Morgan Chase
New York
$35.8K +$603 +25 +2%

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.