Latest Period
Q2 2026
Security Snapshot
UNION BANKSHARES INC - Common Stock, $2.00 Par Value (UNB) Institutional Ownership
CUSIP: 905400107
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
49
Shares (Excl. Options)
787,843
Price
$24.26
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- Security type / class
- Equity / Common Stock, $2.00 Par Value
- Symbol
- UNB on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 787,843
- Total 13F value
- $19,111,752
- Portfolio coverage rank
- 0%
- Share change
- -133,328
- Value change
- -$3,241,411
- Number of holders
- 49
- Shares outstanding
- 4,615,305
- SEC-reported price per share
- $23.55
- Insider filing price
- $23.55
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UNB - UNION BANKSHARES INC - Common Stock, $2.00 Par Value is tracked under CUSIP 905400107.
- 49 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 51 to 49 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $21,714,783 to $19,111,752.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 49 institutions filings for Q2 2026.
Security key
905400107
Latest holder period
Q2 2026
13F holders
49
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
UNB full holder history
UNION BANKSHARES INC SEC filings
UNION BANKSHARES INC company facts
UNION BANKSHARES INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 905400107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
UNB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Zucker Anita G | 7.5% | $8,880,807 | 347,994 | Zucker Anita G | 12 May 2026 | |||
| FMR LLC | 4.2% | -35% | $4,760,186 | -$2,249,297 | 192,253 | -32% | FMR LLC | 30 Sep 2025 |
As of 30 Jun 2026, 49 institutional investors reported holding 787,843 shares of UNION BANKSHARES INC - Common Stock, $2.00 Par Value (UNB). This represents 17% of the company’s total 4,615,305 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
17%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3.3% | 151,233 | +1.2% | 0% | $3,668,913 |
| Cardinal Capital Management | 2.3% | 104,509 | +1.9% | 0.31% | $2,535,389 |
| Truffle Hound Capital, LLC | 1.7% | 80,000 | 1.2% | $1,940,800 | |
| BlackRock, Inc. | 1.4% | 65,942 | -67% | 0% | $1,599,753 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.98% | 45,223 | -49% | 0% | $1,097,383 |
| DIMENSIONAL FUND ADVISORS LP | 0.89% | 41,052 | 0% | 0% | $995,890 |
| Cannell & Spears LLC | 0.87% | 40,169 | 0% | 0.02% | $974,500 |
| MILLENNIUM MANAGEMENT LLC | 0.69% | 31,709 | 0% | $769,260 | |
| TRUST CO OF VERMONT | 0.64% | 29,323 | 0% | 0.03% | $711,376 |
| VANGUARD FIDUCIARY TRUST CO | 0.49% | 22,438 | -11% | 0% | $544,346 |
| RENAISSANCE TECHNOLOGIES LLC | 0.47% | 21,852 | +20% | 0% | $530,130 |
| MORGAN STANLEY | 0.46% | 21,236 | +7.2% | 0% | $515,186 |
| GOLDMAN SACHS GROUP INC | 0.36% | 16,723 | -43% | 0% | $405,700 |
| NORTHERN TRUST CORP | 0.36% | 16,494 | -65% | 0% | $400,144 |
| JANE STREET GROUP, LLC | 0.3% | 13,966 | 0% | $338,815 | |
| LPL Financial LLC | 0.3% | 13,924 | +0.37% | 0% | $337,787 |
| AQR CAPITAL MANAGEMENT LLC | 0.29% | 13,390 | 0% | $324,832 | |
| STATE STREET CORP | 0.24% | 11,191 | -69% | 0% | $271,494 |
| HSBC HOLDINGS PLC | 0.23% | 10,535 | 0% | $251,576 | |
| CITADEL ADVISORS LLC | 0.2% | 9,381 | -19% | 0% | $227,583 |
| Squarepoint Ops LLC | 0.2% | 9,261 | 0% | $224,672 | |
| Community Financial Services Group, LLC | 0.16% | 7,180 | -12% | 0.03% | $177,202 |
| BARCLAYS PLC | 0.06% | 2,913 | -23% | 0% | $70,669 |
| Russell Investments Group, Ltd. | 0.04% | 2,050 | +334% | 0% | $49,738 |
| Vanguard Global Advisers, LLC | 0.04% | 1,628 | 0% | 0% | $39,495 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 787,843 | $19,111,752 | -$3,241,411 | $24.26 | 49 |
| 2026 Q1 | 892,873 | $21,714,783 | +$139,697 | $24.32 | 51 |
| 2025 Q4 | 916,693 | $21,753,859 | -$3,504,959 | $23.73 | 47 |
| 2025 Q3 | 1,062,898 | $26,318,848 | -$698,969 | $24.76 | 47 |
| 2025 Q2 | 1,090,003 | $29,016,435 | +$3,982,901 | $26.62 | 35 |
| 2025 Q1 | 915,982 | $28,828,874 | +$941,635 | $31.47 | 33 |
| 2024 Q4 | 888,705 | $25,693,672 | +$4,134,617 | $28.91 | 32 |
| 2024 Q3 | 745,679 | $19,338,855 | +$359,268 | $25.93 | 26 |
| 2024 Q2 | 732,026 | $15,726,054 | -$967,347 | $21.48 | 27 |
| 2024 Q1 | 767,003 | $23,391,212 | +$3,028,639 | $30.50 | 28 |
| 2023 Q4 | 667,618 | $20,462,083 | +$4,840,096 | $30.65 | 30 |
| 2023 Q3 | 509,765 | $11,117,338 | +$476,494 | $21.47 | 23 |
| 2023 Q2 | 488,271 | $11,303,786 | +$79,280 | $23.25 | 23 |
| 2023 Q1 | 484,889 | $10,721,578 | +$252,756 | $22.11 | 25 |
| 2022 Q4 | 480,406 | $11,431,245 | -$818,714 | $24.00 | 27 |
| 2022 Q3 | 516,297 | $11,678,701 | -$941,875 | $22.62 | 26 |
| 2022 Q2 | 556,642 | $14,556,811 | -$891,893 | $26.15 | 25 |
| 2022 Q1 | 588,786 | $18,220,244 | -$306,271 | $31.06 | 28 |
| 2021 Q4 | 609,197 | $17,973,162 | -$72,851 | $29.80 | 29 |
| 2021 Q3 | 611,793 | $19,876,278 | +$630,034 | $31.96 | 31 |
| 2021 Q2 | 597,314 | $21,621,448 | +$2,311,578 | $36.19 | 33 |
| 2021 Q1 | 533,533 | $16,004,200 | -$89,004 | $30.00 | 31 |
| 2020 Q4 | 540,118 | $13,885,028 | +$1,387,084 | $25.70 | 28 |
| 2020 Q3 | 492,086 | $9,977,962 | +$411,258 | $20.27 | 23 |
| 2020 Q2 | 472,631 | $8,845,944 | -$5,169,828 | $18.72 | 27 |