Union Bankshares Ownership | Who Owns Union Bankshares?
Union Bankshares Ownership Summary
Union Bankshares is owned by 16.45% institutional investors, 26.00% insiders, and 57.55% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.37% of UNB shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.32% of its assets in Union Bankshares shares.
UNB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Union Bankshares | 16.45% | 26.00% | 57.55% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 57.00% | 12.58% | 30.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 200.03K | 4.37% | $4.86M |
| Vanguard group | 198.18K | 4.33% | $4.70M |
| Cardinal capital management | 102.56K | 2.24% | $2.49M |
| Geode capital management | 88.48K | 1.94% | $2.15M |
| Northern trust | 47.64K | 1.04% | $1.16M |
| Dimensional fund advisors lp | 41.05K | 0.90% | $998.35K |
| Spears abacus advisors | 40.17K | 0.88% | $972.89K |
| State street | 36.58K | 0.80% | $889.50K |
| Millennium management | 31.44K | 0.69% | $989.35K |
| Trust co of vermont | 29.32K | 0.64% | $695.84K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cardinal capital management | 102.56K | 0.32% | $2.49M |
| Community financial services group | 8.18K | 0.04% | $199.59K |
| Trust co of vermont | 29.32K | 0.03% | $695.84K |
| Spears abacus advisors | 40.17K | 0.02% | $972.89K |
| Eversource wealth advisors | 921.00 | 0.01% | $264.39K |
| Clean yield group | 450.00 | 0.00% | $10.94K |
| 1620 investment advisors | 120.00 | 0.00% | $2.92K |
| Renaissance | 18.23K | 0.00% | $443.40K |
| Tower research capital llc (trc) | 941.00 | 0.00% | $22.89K |
| Millennium management | 31.44K | 0.00% | $989.35K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 31.44K | 0.00% | 31.44K |
| Vanguard fiduciary trust | 25.35K | 0.00% | 25.35K |
| Susquehanna group, llp | 27.08K | 0.00% | 17.09K |
| Goldman sachs group | 29.11K | 0.00% | 16.01K |
| Vanguard group | 198.18K | 0.00% | 13.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lpl financial | 13.87K | 0.00% | -16.26K |
| Truemark investments | - | - | -14.96K |
| Jane street group | - | - | -12.74K |
| Charles schwab investment management | - | - | -11.21K |
| 683 capital management | - | - | -10.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 31.44K | 0.00% | 31.44K | $989.35K |
| Vanguard fiduciary trust | 25.35K | 0.00% | 25.35K | $616.46K |
| Community financial services group | 8.18K | 0.04% | 8.18K | $199.59K |
| Vanguard global advisers | 1.63K | - | 1.63K | $39.59K |
| Rothschild investment | 3.00 | - | 3.00 | $73.00 |
Sold Out
| Holder | Change |
|---|---|
| Wealth enhancement trust services | -1.00 |
| True wealth design | -1.00 |
| Ifp advisors | -1.00 |
| Fortitude family office | -2.00 |
| Mai capital management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 50 | -1.96% | 788,378 | -11.70% | 16 | 4.39% | 26 | -10.34% | 17 | 41.67% |
| Mar 31, 2026 | 50 | 6.38% | 892,866 | -2.64% | 19 | 4.85% | 29 | 31.82% | 11 | -31.25% |
| Dec 31, 2025 | 42 | -10.64% | 857,503 | -19.32% | 18 | 3.47% | 20 | -20.00% | 13 | - |
| Sep 30, 2025 | 18 | -48.57% | 343,656 | -68.47% | 7 | 1.32% | 9 | -64.00% | 4 | -20.00% |
| Jun 30, 2025 | 35 | 2.94% | 1,090,003 | 19.00% | 23 | 5.94% | 25 | 66.67% | 5 | -44.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 107.20K | 2.32% | - |
| Vanguard Total Stock Mkt Idx Inv | 107.20K | 2.32% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 107.20K | 2.17% | - |
| Vanguard US Total Market Shares ETF | 95.95K | 2.11% | - |
| Strategic Advisers Fidelity US TtlStk | 74.71K | 1.64% | - |
| iShares Russell 2000 ETF | 57.57K | 1.25% | 520.00 |
| Fidelity Low-Priced Stock | 52.78K | 1.15% | -8.12K |
| Vanguard Institutional Extnd Mkt Idx Tr | 42.16K | 0.85% | - |
| Fidelity Small Cap Index | 38.29K | 0.83% | 1.54K |
| iShares Russell 2000 Growth ETF | 29.06K | 0.63% | -190.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 17, 2026 | Cote Steven P | - | Buy | $9.92K |
| Aug 26, 2026 | Silverman David Scott | - | Buy | $23.76K |
| Aug 25, 2026 | Bugbee Dawn D | - | Buy | $4.76K |
| Jul 27, 2026 | Bugbee Dawn D | - | Buy | $4.66K |
| May 01, 2025 | Hogan Patricia N | Officer of Union Bank | Buy | $208.47 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 3 | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 1 | - |
UNB Ownership FAQ
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