UNB Union Bankshares Inc
Union Bankshares Inc (UNB) Institutional Ownership
What the institutions did with UNB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 151.2K | 19.2% |
| Cardinal Capital Management | 104.5K | 13.3% |
| Truffle Hound Capital, LLC | 80.0K | 10.2% |
| BlackRock, Inc. | 65.9K | 8.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 45.2K | 5.7% |
| DIMENSIONAL FUND ADVISORS LP | 41.1K | 5.2% |
| Cannell & Spears LLC | 40.2K | 5.1% |
| MILLENNIUM MANAGEMENT LLC | 31.7K | 4.0% |
| TRUST CO OF VERMONT | 29.3K | 3.7% |
| VANGUARD FIDUCIARY TRUST CO | 22.4K | 2.8% |
| RENAISSANCE TECHNOLOGIES LLC | 21.9K | 2.8% |
| MORGAN STANLEY | 21.2K | 2.7% |
| GOLDMAN SACHS GROUP INC | 16.7K | 2.1% |
| NORTHERN TRUST CORP | 16.5K | 2.1% |
| JANE STREET GROUP, LLC | 14.0K | 1.8% |
| LPL Financial LLC | 13.9K | 1.8% |
| AQR CAPITAL MANAGEMENT LLC | 13.4K | 1.7% |
| STATE STREET CORP | 11.2K | 1.4% |
| HSBC HOLDINGS PLC | 10.5K | 1.3% |
| CITADEL ADVISORS LLC | 9.4K | 1.2% |
| Squarepoint Ops LLC | 9.3K | 1.2% |
| Community Financial Services Group, LLC | 7.2K | 0.9% |
| BARCLAYS PLC | 2.9K | 0.4% |
| Russell Investments Group, Ltd. | 2.1K | 0.3% |
| Vanguard Global Advisers, LLC | 1.6K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BlackRock, Inc. | Reduced | 200.0K | 65.9K | -134.1K |
| Truffle Hound Capital, LLC | New | 0 | 80.0K | +80.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 88.5K | 45.2K | -43.3K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 31.7K | +31.7K |
| NORTHERN TRUST CORP | Reduced | 47.6K | 16.5K | -31.1K |
| STATE STREET CORP | Reduced | 36.6K | 11.2K | -25.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold Out | 21.8K | 0 | -21.8K |
| JANE STREET GROUP, LLC | New | 0 | 14.0K | +14.0K |
| AQR CAPITAL MANAGEMENT LLC | New | 0 | 13.4K | +13.4K |
| GOLDMAN SACHS GROUP INC | Reduced | 29.1K | 16.7K | -12.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Sold Out | 11.2K | 0 | -11.2K |
| HSBC HOLDINGS PLC | New | 0 | 10.5K | +10.5K |
| Squarepoint Ops LLC | New | 0 | 9.3K | +9.3K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 18.2K | 21.9K | +3.6K |
| DEUTSCHE BANK AG\ | Sold Out | 3.2K | 0 | -3.2K |
| VANGUARD FIDUCIARY TRUST CO | Reduced | 25.3K | 22.4K | -2.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | Sold Out | 2.9K | 0 | -2.9K |
| RHUMBLINE ADVISERS | Sold Out | 2.8K | 0 | -2.8K |
| CITADEL ADVISORS LLC | Reduced | 11.5K | 9.4K | -2.2K |
| Cardinal Capital Management | Increased | 102.6K | 104.5K | +1.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Sold Out | 1.8K | 0 | -1.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 149.5K | 151.2K | +1.8K |
| Russell Investments Group, Ltd. | Increased | 472 | 2.1K | +1.6K |
| MORGAN STANLEY | Increased | 19.8K | 21.2K | +1.4K |
| JPMORGAN CHASE & CO | Reduced | 1.5K | 49 | -1.4K |
| WELLS FARGO & COMPANY/MN | Reduced | 2.1K | 771 | -1.3K |
| Police & Firemen's Retirement System of New Jersey | Sold Out | 1.2K | 0 | -1.2K |
| Community Financial Services Group, LLC | Reduced | 8.2K | 7.2K | -1.0K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 1.0K | 86 | -926 |
| BARCLAYS PLC | Reduced | 3.8K | 2.9K | -850 |
| Tower Research Capital LLC (TRC) | Reduced | 941 | 133 | -808 |
| Hanson & Doremus Investment Management | New | 0 | 500 | +500 |
| Ameritas Investment Partners, Inc. | Sold Out | 372 | 0 | -372 |
| Legal & General Group Plc | Sold Out | 330 | 0 | -330 |
| ROYAL BANK OF CANADA | Reduced | 518 | 223 | -295 |
| UBS Group AG | Reduced | 1.4K | 1.1K | -246 |
| CITIGROUP INC | Sold Out | 191 | 0 | -191 |
| Arax Advisory Partners | New | 0 | 144 | +144 |
| Portus Wealth Advisors, LLC | Sold Out | 116 | 0 | -116 |
| Scarborough Advisors, LLC | Sold Out | 58 | 0 | -58 |
| Farther Finance Advisors, LLC | Reduced | 62 | 5 | -57 |
| LPL Financial LLC | Increased | 13.9K | 13.9K | +51 |
| FMR LLC | Increased | 696 | 745 | +49 |
| Sterling Capital Management LLC | Sold Out | 30 | 0 | -30 |
| Allworth Financial LP | Increased | 1 | 23 | +22 |
| Essential Partners LLC | Increased | 7 | 20 | +13 |
| IFP Advisors, Inc | New | 0 | 12 | +12 |
| EverSource Wealth Advisors, LLC | Increased | 4 | 9 | +5 |
| True Wealth Design, LLC | New | 0 | 5 | +5 |
| ROTHSCHILD INVESTMENT LLC | Increased | 3 | 7 | +4 |
| Root Financial Partners, LLC | Sold Out | 3 | 0 | -3 |
| MAI Capital Management | Sold Out | 2 | 0 | -2 |
| Covestor Ltd | Increased | 7 | 9 | +2 |
| Fortitude Family Office, LLC | New | 0 | 2 | +2 |
| Wealth Enhancement Trust Services, Inc. | New | 0 | 1 | +1 |
| PNC FINANCIAL SERVICES GROUP, INC. | Reduced | 9 | 8 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.