UNION SAVINGS BANK

All 13F Filings

Location
Litchfield, CT
Most recent 13F
Q2 2026
Holdings value ($000)
248,905
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 322 248,905 13F-HR UNION SAVINGS BANK
Q1 2026 4/17/2026 320 228,121 13F-HR UNION SAVINGS BANK
Q4 2025 3/6/2026 321 230,838 13F-HR UNION SAVINGS BANK
Q2 2025 8/8/2025 282 217,680 13F-HR UNION SAVINGS BANK
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 120 K 48.2% 3.262 K 0 3.262 K
ETFs 128.9 K 51.8% 17.53 K 0 17.53 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
248,905
Holdings
322
QoQ value change ($000)
20,784 (9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.