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 Group 198k $4.7M 7% Dec 2025
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BlackRock 196k $4.6M 22% Dec 2025
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Cardinal Capital Management 103k $2.5M 7% Mar 2026
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Geode Capital Management 87k $2.1M 1% Dec 2025
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Northern Trust 45k $1.1M -2% Dec 2025
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Dimensional Fund Advisors 41k $974k 0% Dec 2025
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Spears Abacus Advisors 40k $953k -5% Dec 2025
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State Street Corporation 37k $885k 2% Dec 2025
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LPL Financial 30k $715k -4% Dec 2025
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Trust Co Of Vermont 29k $696k 0% Dec 2025
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Renaissance Technologies 18k $428k -5% Dec 2025
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Goldman Sachs Group 13k $311k 100% Dec 2025
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Citadel Advisors 13k $308k 30% Dec 2025
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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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Wells Fargo & Company 4.8k $113k 56% Dec 2025
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Deutsche Bank Aktiengesellschaft 4.6k $109k -2% Dec 2025
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New York State Common Retirement Fund 2.9k $69k 0% Dec 2025
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Rhumbline Advisers 2.5k $58k -24% Dec 2025
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Kestra Advisory Services 1.8k $42k 100% Dec 2025
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Mirae Asset Global Etfs Holdings 1.8k $42k 3% Dec 2025
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Police & Firemen's Retirement System of New Jersey 1.2k $29k 0% Dec 2025
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UBS Group 1.2k $28k -31% Dec 2025
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Bnp Paribas Arbitrage, Snc 1.1k $26k 49% Dec 2025
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FMR 647.00 $15k -100% Dec 2025
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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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Legal & General Group 400.00 $9.5k 0% Dec 2025
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Russell Investments 399.00 $9.5k -84% Dec 2025
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Summit Investment Advisors 372.00 $8.8k 0% Dec 2025
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California State Teachers Retirement System 223.00 $5.3k -2% Dec 2025
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1620 Investment Advisors 120.00 $2.8k 0% Dec 2025
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Amalgamated Bank 114.00 $3.0k -8% Dec 2025
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Farther Finance Advisors 62.00 $1.5k 0% Mar 2026
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CWM 44.00 $1.0k 69% Dec 2025
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Sterling Capital Management 38.00 $901.998400 58% Dec 2025
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SBI Securities 23.00 $545.999300 -4% Dec 2025
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GAMMA Investing 17.00 $412.999700 100% Mar 2026
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Pnc Financial Services 11.00 $261.000300 57% Dec 2025
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Capital Advisors 2.00 $0 0% Dec 2025
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MAI Wealth Advisors 1.00 $24.000000 100% Dec 2025
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Covestor 1.00 $0 0% Dec 2025
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EverSource Wealth Advisors 1.00 $24.000000 100% Dec 2025
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Who sold out of Union Bankshares?

Fund or Company Name Date Sold Shares Held Valued At
TrueMark Investments Sep 2025 15k $370k
Bank of New York Mellon Sep 2025 8.5k $211k
SRS Capital Advisors Sep 2025 32.00 $792.998400
IFP Advisors Dec 2025 1.00 $24.000000