UNION BANKSHARES INC - UNB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 151,233 | 3,668 | 0.0% | 0.0% | 1 | +1,759 | 1.18% | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management | History | Added to | 104,509 | 2,535 | 0.31% | 0.32% | 2 | +1,949 | 1.9% | Q2 2026 | Jul 21, 2026 |
| Truffle Hound Capital, LLC | History | New | 80,000 | 1,940 | 0.41% | — | 3 | +80,000 | New | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | Reduced | 65,942 | 1,599 | 0.0% | 0.0% | 4 | -134,089 | -67.03% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 45,223 | 1,097 | 0.0% | 0.0% | 5 | -43,257 | -48.89% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 41,052 | 995 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannell & Spears LLC | History | No change | 40,169 | 974 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 31,709 | 769 | 0.0% | — | 8 | +31,709 | New | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 29,323 | 711 | 0.03% | — | 9 | +29,323 | New | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 22,438 | 544 | 0.0% | 0.0% | 10 | -2,910 | -11.48% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 21,852 | 530 | 0.0% | 0.0% | 11 | +3,620 | 19.86% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 21,236 | 515 | 0.0% | 0.0% | 12 | +1,434 | 7.24% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,723 | 405 | 0.0% | 0.0% | 13 | -12,383 | -42.54% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 16,494 | 400 | 0.0% | 0.0% | 14 | -31,149 | -65.38% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,966 | 338 | 0.0% | — | 15 | +13,966 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 13,924 | 337 | 0.0% | 0.0% | 16 | +51 | 0.37% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 13,390 | 324 | 0.0% | — | 17 | +13,390 | New | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 11,191 | 271 | 0.0% | 0.0% | 18 | -25,384 | -69.4% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,535 | 251 | 0.0% | — | 19 | +10,535 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,381 | 227 | 0.0% | 0.0% | 20 | -2,165 | -18.75% | Q2 2026 | Sep 02, 2026 |
| Squarepoint Ops LLC | History | New | 9,261 | 224 | 0.0% | — | 21 | +9,261 | New | Q2 2026 | Aug 14, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 7,180 | 177 | 0.03% | 0.04% | 22 | -1,000 | -12.22% | Q2 2026 | Jul 09, 2026 |
| BARCLAYS PLC | History | Reduced | 2,913 | 70 | 0.0% | 0.0% | 23 | -850 | -22.59% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,050 | 49 | 0.0% | 0.0% | 24 | +1,578 | 334.32% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,628 | 39 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 1,111 | 26 | 0.0% | 0.0% | 26 | -246 | -18.13% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 771 | 18 | 0.0% | 0.0% | 27 | -1,325 | -63.22% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 745 | 18 | 0.0% | 0.0% | 28 | +49 | 7.04% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | New | 500 | 12 | 0.0% | — | 29 | +500 | New | Q2 2026 | Jul 29, 2026 |
| Clean Yield Group | History | No change | 450 | 10 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 223 | 5 | 0.0% | 0.0% | 31 | -295 | -56.95% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 133 | 3 | 0.0% | 0.0% | 32 | -808 | -85.87% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | New | 144 | 3 | 0.0% | — | 33 | +144 | New | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 86 | 2 | 0.0% | 0.0% | 34 | -926 | -91.5% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 120 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 49 | 1 | 0.0% | 0.0% | 37 | -1,430 | -96.69% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,757 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,210 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,231 | -100.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -2,900 | -100.0% | Q2 2026 | Jul 29, 2026 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,831 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,812 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Closed out | 0 | 0 | — | 0.0% | — | -1,202 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Portus Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -57 | -91.94% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 23 | 0 | — | — | — | +22 | 2200.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 20 | 0 | — | — | — | +13 | 185.71% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Covestor Ltd | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |