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
Vanguard Capital Management 151k $3.7M 1% Jun 2026
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Cardinal Capital Management 105k $2.5M 2% Jun 2026
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Truffle Hound Capital 80k $1.9M 100% Jun 2026
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BlackRock 66k $1.6M -67% Jun 2026
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Geode Capital Management 45k $1.1M -49% Jun 2026
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Dimensional Fund Advisors 41k $996k 0% Jun 2026
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Spears Abacus Advisors 40k $975k 0% Jun 2026
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State Street Corporation 37k $890k -2% Mar 2026
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Millennium Management 32k $769k 100% Jun 2026
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Trust Co Of Vermont 29k $711k 0% Jun 2026
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Vanguard Fiduciary Trust 22k $544k -11% Jun 2026
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Renaissance Technologies 22k $530k 20% Jun 2026
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Morgan Stanley 20k $482k -5% Mar 2026
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Goldman Sachs Group 17k $406k -43% Jun 2026
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Northern Trust 17k $400k -65% Jun 2026
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Jane Street 14k $339k 100% Jun 2026
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LPL Financial 14k $338k 0% Jun 2026
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AQR Capital Management 13k $325k 100% Jun 2026
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Hsbc Holdings 11k $252k 100% Jun 2026
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Citadel Advisors 9.4k $228k -19% Jun 2026
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Squarepoint Ops 9.3k $225k 100% Jun 2026
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Community Fin'l Svs 7.2k $177k -12% Jun 2026
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Barclays 2.9k $71k -23% Jun 2026
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Russell Investments 2.1k $50k 334% Jun 2026
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Vanguard Global Advisers 1.6k $40k 0% Jun 2026
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UBS Group 1.1k $27k -18% Jun 2026
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Wells Fargo & Company 771.00 $19k -63% Jun 2026
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FMR 745.00 $18k 7% Jun 2026
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Mercer Global Advisors 535.00 $13k 100% Jun 2026
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Hanson & Doremus Investment Management 500.00 $12k 100% Jun 2026
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Clean Yield Group 450.00 $11k 0% Jun 2026
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Royal Bank of Canada 223.00 $4.4k -57% Jun 2026
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Citigroup 191.00 $4.6k 100% Mar 2026
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SRS Capital Advisors 144.00 $3.5k 100% Jun 2026
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Tower Research Capital 133.00 $3.2k -86% Jun 2026
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1620 Investment Advisors 120.00 $2.9k 0% Jun 2026
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CWM 99.00 $2.4k 125% Mar 2026
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Bnp Paribas Arbitrage, Snc 86.00 $2.1k -92% Jun 2026
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Jpmorgan Chase & Co 49.00 $1.2k 100% Jun 2026
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Hanson McClain Advisors 23.00 $558.000700 2200% Jun 2026
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SBI Securities 23.00 $558.000700 0% Jun 2026
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Essential Partners 20.00 $485.000000 186% Jun 2026
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GAMMA Investing 17.00 $412.000100 0% Jun 2026
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IFP Advisors 12.00 $291.000000 100% Jun 2026
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EverSource Wealth Advisors 9.00 $220.500000 125% Jun 2026
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Covestor 9.00 $0 29% Jun 2026
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Pnc Financial Services 8.00 $194.000000 -11% Jun 2026
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Rothschild Investment 7.00 $169.999900 133% Jun 2026
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Farther Finance Advisors 5.00 $121.000000 -92% Jun 2026
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True Wealth Design 5.00 $122.000000 100% Jun 2026
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Capital Advisors 2.00 $0 0% Jun 2026
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Fortitude Family Office 2.00 $49.000000 100% Jun 2026
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Wealth Enhancement Trust Services 1.00 $24.000000 100% Jun 2026
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Who sold out of Union Bankshares?

Fund or Company Name Date Sold Shares Held Valued At
Vanguard Portfolio Management Mar 2026 22k $529k
Charles Schwab Investment Management Mar 2026 11k $273k
Deutsche Bank Aktiengesellschaft Mar 2026 3.2k $79k
New York State Common Retirement Fund Mar 2026 2.9k $71k
Rhumbline Advisers Mar 2026 2.8k $69k
Mirae Asset Global Etfs Holdings Mar 2026 1.8k $44k
Police & Firemen's Retirement System of New Jersey Mar 2026 1.2k $29k
Summit Investment Advisors Mar 2026 372.00 $9.0k
Legal & General Group Mar 2026 330.00 $8.0k
Portus Wealth Advisors Mar 2026 116.00 $2.8k
Scarborough Advisors Mar 2026 58.00 $1.4k
Sterling Capital Management Mar 2026 30.00 $729.999000
Root Financial Partners Mar 2026 3.00 $72.999900
MAI Wealth Advisors Mar 2026 2.00 $49.000000