Who owns Union Bankshares?

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Analyze quarterly positions in Union Bankshares with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Union Bankshares stock

Who bought or sold Union Bankshares this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BlackRock 200k $4.9M 2% Mar 2026
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Vanguard Group 198k $4.7M 7% Dec 2025
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Vanguard Capital Management 150k $3.6M 100% Mar 2026
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Cardinal Capital Management 103k $2.5M 7% Mar 2026
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Geode Capital Management 89k $2.2M 1% Mar 2026
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Northern Trust 45k $1.1M -2% Dec 2025
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Dimensional Fund Advisors 41k $998k 0% Mar 2026
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Spears Abacus Advisors 40k $977k 0% Mar 2026
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State Street Corporation 37k $885k 2% Dec 2025
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Trust Co Of Vermont 29k $696k 0% Dec 2025
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Goldman Sachs Group 29k $708k 122% Mar 2026
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Vanguard Fiduciary Trust 25k $617k 100% Mar 2026
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Vanguard Portfolio Management 22k $529k 100% Mar 2026
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Morgan Stanley 20k $482k -5% Mar 2026
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Renaissance Technologies 18k $428k -5% Dec 2025
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LPL Financial 14k $337k -54% Mar 2026
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Citadel Advisors 12k $281k -11% Mar 2026
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Charles Schwab Investment Management 11k $266k 0% Dec 2025
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Barclays 8.5k $203k 43% Dec 2025
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Community Fin'l Svs 8.2k $200k 100% Mar 2026
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Deutsche Bank Aktiengesellschaft 3.2k $79k -30% Mar 2026
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New York State Common Retirement Fund 2.9k $71k 0% Mar 2026
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Rhumbline Advisers 2.8k $69k 15% Mar 2026
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Wells Fargo & Company 2.1k $51k -56% Mar 2026
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Mirae Asset Global Etfs Holdings 1.8k $44k 2% Mar 2026
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Vanguard Global Advisers 1.6k $40k 100% Mar 2026
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UBS Group 1.4k $33k 16% Mar 2026
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Police & Firemen's Retirement System of New Jersey 1.2k $29k 0% Mar 2026
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Bnp Paribas Arbitrage, Snc 1.0k $25k -8% Mar 2026
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FMR 647.00 $15k -100% Dec 2025
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Royal Bank of Canada 518.00 $11k 749% Mar 2026
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Russell Investments 472.00 $12k 18% Mar 2026
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Tower Research Capital 455.00 $11k -41% Dec 2025
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Clean Yield Group 450.00 $11k 0% Mar 2026
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Summit Investment Advisors 372.00 $9.0k 0% Mar 2026
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Legal & General Group 330.00 $8.0k -18% Mar 2026
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Citigroup 191.00 $4.6k 100% Mar 2026
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1620 Investment Advisors 120.00 $2.9k 0% Mar 2026
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Portus Wealth Advisors 116.00 $2.8k 100% Mar 2026
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Farther Finance Advisors 62.00 $1.5k 0% Mar 2026
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Scarborough Advisors 58.00 $1.4k 100% Mar 2026
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CWM 44.00 $1.0k 69% Dec 2025
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Sterling Capital Management 30.00 $729.999000 -21% Mar 2026
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SBI Securities 23.00 $558.998900 0% Mar 2026
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GAMMA Investing 17.00 $412.999700 100% Mar 2026
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Pnc Financial Services 9.00 $218.999700 -18% Mar 2026
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Covestor 7.00 $0 600% Mar 2026
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Essential Partners 7.00 $169.999900 -61% Mar 2026
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EverSource Wealth Advisors 4.00 $98.000000 300% Mar 2026
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Root Financial Partners 3.00 $72.999900 100% Mar 2026
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Rothschild Investment 3.00 $72.999900 100% Mar 2026
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Capital Advisors 2.00 $0 0% Mar 2026
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MAI Wealth Advisors 2.00 $49.000000 100% Mar 2026
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Who sold out of Union Bankshares?

Fund or Company Name Date Sold Shares Held Valued At
Kestra Advisory Services Dec 2025 1.8k $42k
Jpmorgan Chase & Co Sep 2025 1.7k $42k
California State Teachers Retirement System Dec 2025 223.00 $5.3k
Amalgamated Bank Dec 2025 114.00 $3.0k