Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Union Bankshares Inc (UNB)

48 + Investors. Track Smart Money conviction in UNB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
6Q ▲
Buyers last Q
58%

Smart Money Signals — UNB

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added UNB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
49 hedge funds hold UNB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

28 buying20 selling
Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 13 → 6 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 14% medium 33% new
26 out of 49 hedge funds have held UNB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

5 → 9 → 13 → 6 → 11 new funds/Q
New funds entering each quarter: 9 → 13 → 6 → 11. UNB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 55% veterans vs 37% newcomers

55% veterans 8% 1-2yr 37% new
Entry-cohort mix of 49 holders: 27 (55%) are 2+ year veterans, 4 entered 1–2 years ago, and 18 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
20 of 49 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UNB

In 2026 Q1, 28 hedge funds were net buyers of UNB (11 opened a new position, 17 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in UNB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: UNB

How many hedge funds hold UNB — quarterly history vs. share price
Quarterly hedge fund ownership of UNB vs. share price

Market Analysis: UNB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UNB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Union Bankshares Inc (UNB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UNB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
UNB
-2.5%
XLF
+8.5%

UNB outperformed XLF by -11.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
UNB
+1.4%
XLF
+4.8%

Since the filing became public, UNB outperformed XLF by -3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: UNB
48 + Investors

Track Smart Money conviction in UNB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 47 2.13%
13F Shares 891K 917K -2.88%
Total Value $22M $22M 0.63%
New Positions 10 6 +4
Increased Positions 17 17 -
Closed Positions 9 5 +4
Reduced Positions 11 16 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UNB

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Institutional Holders (2026 Q1)

48 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UNB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UNB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cardinal Capital Management 0.32% 102,560 $2.5M
2 Community Financial Services Group, LLC 0.04% 8,180 $200K
3 Cannell & Spears LLC 0.02% 40,169 $973K
4 Clean Yield Group 0.00% 450 $11K
5 Portus Wealth Advisors, LLC 0.00% 116 $3K
6 1620 Investment Advisors, INC. 0.00% 120 $3K
7 Renaissance Technologies LLC 0.00% 18,232 $443K
8 Tower Research Capital LLC (TRC) 0.00% 941 $23K
9 Ameritas Investment Partners, Inc. 0.00% 372 $9K
10 Police & Firemen's Retirement System of New Jersey 0.00% 1,202 $29K
11 Vanguard Fiduciary Trust Co 0.00% 25,348 $616K
12 Scarborough Advisors, LLC 0.00% 58 $1K
13 New York State Common Retirement Fund 0.00% 2,900 $71K
14 Vanguard Capital Management LLC 0.00% 149,474 $3.6M
15 LPL Financial LLC 0.00% 13,873 $337K
16 BlackRock, Inc. 0.00% 200,031 $4.9M
17 Goldman Sachs Group Inc 0.00% 29,106 $708K
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 1,812 $44K
19 Rhumbline Advisers 0.00% 2,831 $69K
20 Essential Partners LLC 0.00% 7
21 Citadel Advisors LLC 0.00% 11,546 $281K
22 Morgan Stanley 0.00% 19,802 $482K
23 Vanguard Portfolio Management LLC 0.00% 21,757 $529K
24 Deutsche Bank Ag\ 0.00% 3,231 $79K
25 Barclays plc 0.00% 3,763 $92K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Union Bankshares Inc (UNB)

What does the Smart Money Trend signal show for UNB?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added UNB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UNB?

Slight buying edge — 58% buying: Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UNB holders?

Strong quality — 35% AUM from major funds: 20 of 49 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UNB?

53% of holders stayed for 2+ years: 26 out of 49 hedge funds have held UNB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Union Bankshares Inc (UNB) following the 2026 Q1 hedge fund 13F filings?

As of today, UNB has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -3.4%. Since the quarter end (March 31, 2026), UNB has gained -2.5% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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