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Union Bankshares Inc (UNB)

CUSIP: 905400107 | NYSE | Financial Services · Banks - Regional | Micro Cap | 149 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DZucker Anita G347,9947.5%New 5%+ stakeMay 12, 2026No 13F filer matched
13DZucker Anita G347,994
7.5% of class · May 12, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Cardinal Capital Management111,618
0.3% of portfolio›$2.6M
Dimensional Fund Advisors LP42,113
0.0% of portfolio›$968.6K
Trust Co of Vermont29,323
0.0% of portfolio›$674.4K
Community Financial Services Group, LLC6,180
0.0% of portfolio›$142.1K
Hanson & Doremus Investment Management500
0.0% of portfolio›$12
Clean Yield Group450
0.0% of portfolio›$10.4K
1620 Investment Advisors, Inc.120
0.0% of portfolio›$2.8K
Citigroup Inc25
0.0% of portfolio›$575
Essential Partners LLC8
0.0% of portfolio›$184
Farther Finance Advisors, LLC4
0.0% of portfolio›$92
IFP Advisors, Inc4
0.0% of portfolio›$92
Root Financial Partners, LLC2
0.0% of portfolio›$46
EverSource Wealth Advisors, LLC2
0.0% of portfolio›$46
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
SBI Securities Co., Ltd.1
0.0% of portfolio›$23
True Wealth Design, LLC1
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Cardinal Capital Management
111,618$2.6M0.3%ValueVery LowRaleigh, NC2026-10-21
Dimensional Fund Advisors LP
42,113$968.6K0.0%IndexLowAustin, TX2026-11-04
Trust Co of Vermont
29,323$674.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Community Financial Services Group, LLC
6,180$142.1K0.0%GrowthLowNewport, VT2026-10-15
Hanson & Doremus Investment Management
500$120.0%CoreVery LowBurlington, VT2026-10-16
Clean Yield Group
450$10.4K0.0%CoreLowNorwich, VT2026-10-28
1620 Investment Advisors, Inc.
120$2.8K0.0%ValueLowPlymouth, MA2026-11-04
Citigroup Inc
25$5750.0%CoreMediumNew York, NY2026-11-04
Essential Partners LLC
8$1840.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farther Finance Advisors, LLC
4$920.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
4$920.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
2$460.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
2$460.0%CoreMediumBirmingham, AL2026-11-04
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27
SBI Securities Co., Ltd.
1$230.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
1$230.0%ETFMediumAkron, OH2026-10-13