13F

Stock

Union Bankshares Inc

UNB · held by 5 managers

Reported value

$626.8K

Holders

5

+1 new · −0 exited

Holders’ est. mark

−$11.1K

Price effect on 1 books still in the name

Largest holder

$357K

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY14.4K$357KHeld
BARCLAYS PLC5.99K$148.4K−$11.1KCut−$37.9K
BANK OF AMERICA CORP /DE/4.85K$120.1KHeld
Essential Partners LLC51$1.26KNew
IFP Advisors, Inc1$25Held

Positions as of Q3 2025. 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.