13F

Stock

Union Bankshares Inc

UNB · held by 53 managers

Reported value

$21.7M

Holders

53

+7 new · −5 exited

Holders’ est. mark

$385.9K

Price effect on 42 books still in the name

Largest holder

$4.86M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.200K$4.86M$115.5KAdded$221.2K
VANGUARD CAPITAL MANAGEMENT LLC149.5K$3.64MHeld
Cardinal Capital Management102.6K$2.49M$56.5KAdded$222.5K
GEODE CAPITAL MANAGEMENT, LLC88.5K$2.15M$51.5KAdded$79.9K
NORTHERN TRUST CORP47.6K$1.16M$26.6KAdded$90.4K
DIMENSIONAL FUND ADVISORS LP41.1K$998.3K$24.2KAdded$24.2K
Cannell & Spears LLC40.2K$976.9K$23.7KAdded$23.7K
State Street36.6K$889.5K$21.6KAdded$4.97K
GOLDMAN SACHS GROUP INC29.1K$707.9K$7.73KAdded$397K
VANGUARD FIDUCIARY TRUST CO25.3K$616.5KHeld
VANGUARD PORTFOLIO MANAGEMENT LLC21.8K$529.1KHeld
MORGAN STANLEY19.8K$481.6K$11.7KCut−$11.8K
Renaissance Technologies18.2K$443.4K$10.6KAdded$15.5K
LPL Financial LLC13.9K$337.4K$8.17KCut−$377.6K
Citadel11.5K$280.8K$6.81KCut−$27.6K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC11.2K$272.6K$6.61KAdded$6.61K
Community Financial Services Group, LLC8.18K$199.6KNew
BARCLAYS PLC3.76K$91.5K$2.22KCut−$111.2K
DEUTSCHE BANK AG\3.23K$78.6K$1.91KCut−$30.7K
NEW YORK STATE COMMON RETIREMENT FUND2.9K$70.5K$1.71KAdded$1.71K
RHUMBLINE ADVISERS2.83K$68.8K$1.45KAdded$10.4K
WELLS FARGO & COMPANY/MN2.1K$51K$1.22KCut−$61.9K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.81K$44.1K$1.05KAdded$1.88K
Vanguard Global Advisers, LLC1.63K$39.6KHeld
JPMORGAN CHASE & CO1.48K$35.8K$713Added$1.32K
UBS Group AG1.36K$33K$691Added$5.14K
Police & Firemen's Retirement System of New Jersey1.2K$29.2K$710Added$710
BNP PARIBAS FINANCIAL MARKETS1.01K$24.6K$597Cut−$1.56K
Tower Research Capital LLC (TRC)941$22.9K$269Added$12.1K
Fidelity696$16.9K$381Added$1.57K
ROYAL BANK OF CANADA518$12K−$363Added$8K
Russell Investments Group, Ltd.472$11.5K$227Added$2K
Clean Yield Group450$10.9K$265Added$265
Ameritas Investment Partners, Inc.372$9.05K$219Added$219
Legal & General Group Plc330$8.03K$195Cut−$1.47K
CITIGROUP INC191$4.64K$49Added$2.67K
1620 INVESTMENT ADVISORS, INC.120$2.92K$70Added$70
Portus Wealth Advisors, LLC116$2.83KNew
CWM, LLC99$2.41K$1.07KAdded$2.41K
Farther Finance Advisors, LLC62$1.51K$42Added$42
Scarborough Advisors, LLC58$1.41KNew
Sterling Capital Management LLC30$730$18Cut−$172
SBI Securities Co., Ltd.23$559$13Added$13
GAMMA Investing LLC17$413New
PNC Financial Services Group, Inc.9$219$5Cut−$42
Essential Partners LLC7$170$4Cut−$257
EverSource Wealth Advisors, LLC4$98$1Added$74
ROTHSCHILD INVESTMENT LLC3$73New
Root Financial Partners, LLC3$73New
MAI Capital Management2$49$1Added$25
Allworth Financial LP1$25New
Covestor Ltd7$0$0Held
Capital Advisors, Ltd. LLC2$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.