50 funds reported a position in Union Bankshares Inc. in their 13F for the quarter ended 30 June 2026, together 787,797 shares worth $19.1 million. Against the quarter before, 12 opened a position, 12 added, 17 trimmed and 15 sold out; together they sold a net 134,309 shares. The largest holders: Vanguard Capital Management LLC, Cardinal Capital Management and Truffle Hound Capital, LLC.
Funds holding50-3 on Q1 2026
Shares they held787,797worth $19.1 million
Net sold on the quarter134,309 sharesabout $3.3 million at the funds' values
Funds buying to selling24 to 32opened or added, to cut or sold
Opened 12Added 12Held 8Trimmed 17Sold out 15
What each fund did in UNB against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in UNB in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 12 reported a position in Union Bankshares Inc.: 0 opened one, 1 added, 6 trimmed and 4 sold out, a net 6,033 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Union Bankshares Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 45,223 shares worth $1.1 million, 0.0% of its reported book. New this quarter: Millennium Management. In the quarter, 3 funds added or opened a position and 2 trimmed or sold out; together they sold a net 10,044 shares, about $243,668 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
Value is what the fund reported. Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
The 50 largest of the 50 funds that reported a position in UNB in their 13F for the quarter ended 30 June 2026, by the value each reported. Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?
Schedule 13D and 13G filed on the name, last twelve months
Filed
Schedule
Who
Holding
Of the class
Event date
Rule or purpose
Filing
18 May 2026
13D
Zucker Anita G
347,994
7.5%
12 May 2026
The Zucker Entities have acquired the Shares for investment purposes and continually reviews the performance of this investment and their investment alternatives. As part of the ongoing review of their investment in the Shares, the Zucker E
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Read moreLargest in the window: 27 on 10 August 2026. A fail is an operational fact about settlement, not a position.