UNION BANKSHARES INC

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UNB·905400107·US·equity·Financial Services - Banks - Regional-Activist

UNB (UNION BANKSHARES INC) is held by 30 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($4.9M), GEODE CAPITAL MANAGEMENT, LLC ($2.2M), NORTHERN TRUST CORP ($1.2M). Net institutional sentiment: Mixed.

30

Holders

Avg rating(2 Elite)

$13.2M

Total Value

52% (34)

Fund Consensus

15 buying - 14 selling

Smart Money Verdict

View all

50Mixed MomentumStrong Convergence

Institutional (13F)49

Insider (Form 4)50

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how UNB's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

17

★★★★

Strong

9

★★★

Solid

6

★★

Below

0

★

Weak

Held by 30 funds

2 elite

Who's Trading

ActivistZAZucker Anita G7.5%May 18, 2026

InsiderHNHogan Patricia NBuy $216.74Feb 5, 2026

InsiderUNUnknownBuy $213.375Nov 6, 2025

ActivistFMR LLC4.2%Nov 5, 2025

InsiderUNUnknownBuy $210.651Aug 7, 2025

InsiderHNHogan Patricia NBuy $208.47May 1, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (30)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	200,031(+2.2%)	$4.9M	0.0%	-6.44%	27
GEODE CAPITAL MANAGEMENT, LLC	Increased	88,480(+1.3%)	$2.2M	0.0%	-14.96%	26
NORTHERN TRUST CORP	Increased	47,643(+5.8%)	$1.2M	0.0%	-13.88%	27
DIMENSIONAL FUND ADVISORS LP	Unchanged	41,052	$998,349	0.0%	+11.54%	0
STATE STREET CORP	Decreased	36,575(-1.9%)	$889,504	0.0%	-9.19%	0
GOLDMAN SACHS GROUP INC	Increased	29,106(+122.2%)	$707,858	0.0%	-1.62%	40
MORGAN STANLEY	Decreased	19,802(-4.8%)	$481,591	0.0%	+2.32%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	18,232(+1.1%)	$443,402	0.0%	+3.88%	24
LPL Financial LLC	Decreased	13,873(-54.0%)	$337,381	0.0%	+20.03%	0
CITADEL ADVISORS LLC	Decreased	11,546(-11.2%)	$280,799	0.0%	-3.70%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Unchanged	11,210	$272,627	0.0%	-7.44%	0
BARCLAYS PLC	Decreased	3,763(-56.0%)	$91,516	0.0%	-5.20%	0
DEUTSCHE BANK AG\	Decreased	3,231(-29.9%)	$78,578	0.0%	-4.88%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	2,900	$70,528	0.0%	-7.44%	0
RHUMBLINE ADVISERS	Increased	2,831(+15.0%)	$68,844	0.0%	-6.92%	24
WELLS FARGO & COMPANY/MN	Decreased	2,096(-55.9%)	$50,960	0.0%	-0.31%	0
MAMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	1,812(+1.9%)	$44,068	0.0%	-7.19%	21
JPMORGAN CHASE & CO	Increased	1,479(+1.7%)	$35,821	0.0%	-7.39%	14
UBS Group AG	Increased	1,357(+15.6%)	$33,002	0.0%	-17.59%	15
Police & Firemen's Retirement System of New Jersey	Unchanged	1,202	$29,233	0.0%	-4.88%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer