$UNB

$23.45 +$0.00 (0.0%) Close

$UNB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 4.9M shares outstanding

Who owns UNB?

By type of holder

Institutions 15.9% Insiders 3.0% Everyone else 81.1%

Concentration Top 10 holders own 19.0%

Zucker Anita G 7.0% · BlackRock, Inc. 1.3%

Institutional ownership

15.9%

-2.1 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

−105.1K

by institutions in Q2 2026

New / sold out

13 / 16

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Truffle Hound Capital, LLC NEW +80.0K
Millennium Management LLC NEW +31.7K

Biggest sellers in Q2 2026

BlackRock, Inc. −134.1K
Geode Capital Management, LLC −43.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Union Bankshares Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+1.8%

+0.46% a year

Each share's claim on the business

−1.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$211K vs $2.01M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years0% 1–3 years1% Under 1 year28%

Quarterly turnover

28.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UNB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	65.9K	1.33%	−134.1K (−67.0%)	≤2021	0.0%
Shares held by quarter Peak holding200.0K (Q1'26) Change over 8 quarters+48.6K Share of the company1.330% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	151.2K	3.06%	+1.8K (+1.2%)	≤2021	0.0%
Shares held by quarter Peak holding151.2K (Q2'26) Change over 8 quarters+151.2K Share of the company3.060% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

65.9K

% of company

1.33%

Change vs last qtr

−134.1K (−67.0%)

Held since

≤2021

Vanguard Capital Management LLC

151.2K

% of company

3.06%

Change vs last qtr

+1.8K (+1.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Union Bankshares Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UNB on Form N-PORT; together they hold 9.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.6M	107.2K	2.17%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$1.44M	59.3K	1.20%	0.00%	March 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.6M

% of company

2.17%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$1.44M

% of company

1.20%

% of the fund

0.00%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding Union Bankshares Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
ZA Zucker Anita G 5%+ holder 13D · 7.5%	348.0K	7.04%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.040% Disclosed stake13D · 7.5% View the 13D/G filing →
SD Silverman David Scott Insider	48.7K	0.98%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.980% Silverman David Scott's insider activity →

Zucker Anita G

5%+ holder13D · 7.5%

348.0K

% of company

7.04%

Change vs last qtr

—

Held since

—

Silverman David Scott

Insider

48.7K

% of company

0.98%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of Union Bankshares Inc.

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