Union Bankshares, Inc.· UNB

🇺🇸 US · MicroBroad USNASDAQ

Financial ServicesBanks - RegionalWebsite

Price: $23.50
Day: -0.68%
Mkt Cap: $108.43M
52W Range: $20.65 – $27.74
Volume: 8.3K
Beta: 0.26

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Union Bankshares, Inc.

UNB|Financial Services|Banks - Regional

Current price: $24

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$4.7K

Net share flow+200

Purchases1 ($4.7K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

Sweet Schuyler Wallace

Sale

$69.3K

Jun 28

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership19.4%

13F share flow-0.2%

Investors holding51

+40 adding-20 reducing

New 11Inc 29Red 12Closed 8

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$4.9M

+2.2%

CARDINAL CAPITAL MANAGEMENT

$2.5M

+7.1%

GEODE CAPITAL MANAGEMENT, LLC

$2.2M

+1.3%

NORTHERN TRUST CORP

$1.2M

+5.8%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting31

Total shares held431.6K

Share flow+8.7%

4 buying3 selling

Buying 4Unchanged 24Selling 3

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

98.0K

0.00%

FIDELITY CONCORD STREET TRUST

35.5K

0.01%

-379

Fidelity Rutland Square Trust II

34.3K

0.00%

VANGUARD SCOTTSDALE FUNDS

22.4K

0.00%

+573

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

UNB Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+36

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for UNB

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Light insider buying in Q3 2026

Minor: 1 purchase totaling $4.7K (200 shares)

Limited history to compare against

Buying is rare, only seen in 0 of 7 quarters

Net insider flow has improved over recent quarters

Notable Recent Transactions, UNB

Top 1 highest-value recent insider trades

Sweet Schuyler Wallace

Director

Sell

2,000 shares at $34.67

Jun 28, 2016$69.34K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for UNB

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

19.4% institutional ownership

Strong accumulation: 40 institutions adding vs 20 reducing positions

13F shares decreased by 2.7%, a notable change

Momentum improving from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+40 growing-20 shrinkingNet: +20

New (11)

Increased (29)

Reduced (12)

Closed (8)

Top Institutional Holders, UNB

Largest 6 institutional positions by ownership percentage as of Q2 2026

POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY

Ownership

0.00%

-100.0%

STERLING CAPITAL MANAGEMENT LLC

Ownership

0.00%

-100.0%

SCARBOROUGH ADVISORS, LLC

Ownership

0.00%

-100.0%

CITIGROUP INC

Ownership

0.00%

-100.0%

NEW YORK STATE COMMON RETIREMENT FUND

Ownership

0.00%

-100.0%

ROOT FINANCIAL PARTNERS, LLC

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 31 ETFs and mutual funds reporting

4 buying3 sellingNet: +1

Buying (4)

Unchanged (24)

Selling (3)

Bullish Signal

Funds accumulating in Q2 2026

31 ETFs and mutual funds reporting

4 buying vs 3 selling (balanced)

Top Fund Holders, UNB

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

98.0K

Weight

0.00%

No change

FIDELITY CONCORD STREET TRUST

35.5K

Weight

0.01%

Decreased

Fidelity Rutland Square Trust II

34.3K

Weight

0.00%

No change

VANGUARD SCOTTSDALE FUNDS

22.4K

Weight

0.00%

Increased

WisdomTree Trust

4.0K

Weight

0.00%

No change

VALIC Co I

1.5K

Weight

0.00%

No change

Invesco Exchange-Traded Self-Indexed Fund Trust

641

Weight

0.00%

No change

PROSHARES TRUST

445

Weight

0.00%

Decreased

Union Bankshares, Inc.· UNB

Holdings Analysis

Insider Trading Activity

1.3Transaction History76Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings29Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History76Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings29Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights