Union Bankshares Inc: which funds bought and sold
Institutions that bought and sold Union Bankshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 24 institutions that filed 13F reports for both quarters added to or opened positions in Union Bankshares, and 32 cut or closed them. Together they sold a net 134K shares, −15.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 56K shares (+183.3%); index fund managers were net sellers of 271K shares (−46.4%). 13 opened a new position and 15 sold out entirely.
Bought, Q2 2026 24 institutions, 13 of them new holders Sold, Q2 2026 32 institutions, 15 of them sold out
Net change, all compared −134K shares (−15.0%)
Net change, active managers +56K shares (+183.3%), 5 bought, 1 sold
Buyers versus sellers
24 bought 7 32 sold
Active managers and hedge funds 5 bought · 1 sold · +56K
Index fund managers 1 bought · 8 sold · −271K
Other institutions 18 bought · 23 sold · +81K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Truffle Hound Capital, LLC | +80K New position | 80K | $1.9M |
| Millennium Management LLC Hedge fund | +32K New position | 32K | $769,260 |
| Jane Street Group, LLC | +14K New position | 14K | $338,815 |
| AQR Capital Management LLC Hedge fund | +13K New position | 13K | $324,832 |
| HSBC Holdings PLC | +11K New position | 11K | $251,576 |
| Squarepoint Ops LLC Hedge fund | +9,261 New position | 9,261 | $224,672 |
| Renaissance Technologies LLC Hedge fund | +3,620 +19.9% | 22K | $530,130 |
| Cardinal Capital Management | +1,949 +1.9% | 105K | $2.5M |
| Vanguard Capital Management LLC Index funds | +1,759 +1.2% | 151K | $3.7M |
| Russell Investments Group, Ltd. | +1,578 +334.3% | 2,050 | $49,738 |
| Morgan Stanley | +1,434 +7.2% | 21K | $515,186 |
| Hanson & Doremus Investment Management | +500 New position | 500 | $12,000 |
| Arax Advisory Partners | +144 New position | 144 | $3,493 |
| Integrated Wealth Concepts LLC | +57 New position | 57 | $1,383 |
| LPL Financial LLC | +51 +0.4% | 14K | $337,787 |
| FMR LLC Active manager | +49 +7.0% | 745 | $18,075 |
| Allworth Financial LP | +22 +2200.0% | 23 | $558 |
| Essential Partners LLC | +13 +185.7% | 20 | $485 |
| Ifp Advisors, Inc | +12 New position | 12 | $291 |
| Eversource Wealth Advisors, LLC | +5 +125.0% | 9 | $219 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Millennium Management LLC Hedge fund | +32K New position | 32K | $769,260 |
| AQR Capital Management LLC Hedge fund | +13K New position | 13K | $324,832 |
| Squarepoint Ops LLC Hedge fund | +9,261 New position | 9,261 | $224,672 |
| Renaissance Technologies LLC Hedge fund | +3,620 +19.9% | 22K | $530,130 |
| FMR LLC Active manager | +49 +7.0% | 745 | $18,075 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | −134K −67.0% | 66K | $1.6M |
| Geode Capital Management, LLC Index funds | −43K −48.9% | 45K | $1.1M |
| Northern Trust Corp Index funds | −31K −65.4% | 16K | $400,144 |
| State Street Corp Index funds | −25K −69.4% | 11K | $271,494 |
| Vanguard Portfolio Management LLC Index funds | −22K Sold out | 0 | — |
| Goldman Sachs Group Inc | −12K −42.5% | 17K | $405,700 |
| Charles Schwab Investment Management Inc Index funds | −11K Sold out | 0 | — |
| Deutsche Bank Ag\ | −3,231 Sold out | 0 | — |
| Vanguard Fiduciary Trust Co Index funds | −2,910 −11.5% | 22K | $544,346 |
| New York State Common Retirement Fund | −2,900 Sold out | 0 | — |
| Rhumbline Advisers Index funds | −2,831 Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −2,165 −18.8% | 9,381 | $227,583 |
| Mirae Asset Global Etfs Holdings Ltd. | −1,812 Sold out | 0 | — |
| Jpmorgan Chase & Co | −1,430 −96.7% | 49 | $1,184 |
| Wells Fargo & Company | −1,325 −63.2% | 771 | $18,687 |
| Police & Firemen'S Retirement System Of New Jersey | −1,202 Sold out | 0 | — |
| Community Financial Services Group, LLC | −1,000 −12.2% | 7,180 | $177,202 |
| BNP Paribas Financial Markets | −926 −91.5% | 86 | $2,086 |
| Barclays PLC | −850 −22.6% | 2,913 | $70,669 |
| Tower Research Capital LLC (TRC) | −808 −85.9% | 133 | $3,227 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −2,165 −18.8% | 9,381 | $227,583 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Truffle Hound Capital, LLC | 80K | $1.9M |
| Millennium Management LLCHedge fund | 32K | $769,260 |
| Jane Street Group, LLC | 14K | $338,815 |
| AQR Capital Management LLCHedge fund | 13K | $324,832 |
| HSBC Holdings PLC | 11K | $251,576 |
| Squarepoint Ops LLCHedge fund | 9,261 | $224,672 |
| Hanson & Doremus Investment Management | 500 | $12,000 |
| Arax Advisory Partners | 144 | $3,493 |
| Integrated Wealth Concepts LLC | 57 | $1,383 |
| Ifp Advisors, Inc | 12 | $291 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Vanguard Portfolio Management LLCIndex funds | 22K | $529,130 |
| Charles Schwab Investment Management IncIndex funds | 11K | $272,627 |
| Deutsche Bank Ag\ | 3,231 | $78,578 |
| New York State Common Retirement Fund | 2,900 | $70,528 |
| Rhumbline AdvisersIndex funds | 2,831 | $68,844 |
| Mirae Asset Global Etfs Holdings Ltd. | 1,812 | $44,068 |
| Police & Firemen'S Retirement System Of New Jersey | 1,202 | $29,233 |
| Ameritas Investment Partners, Inc. | 372 | $9,047 |
| Legal & General Group PLC | 330 | $8,026 |
| Citigroup Inc | 191 | $4,645 |
Who holds the shares
- Institutions reporting
- 49
- Ten largest holders
- 77.6% of 13F-reported shares
- Index fund managers
- 39.7% of 13F-reported shares
- Active managers and hedge funds
- 11.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 5 | 1 | 3 | 0 | +56K | +183.3% |
| Index fund managers | 1 | 8 | 0 | 3 | −271K | −46.4% |
| Other institutions | 18 | 23 | 10 | 12 | +81K | +28.9% |