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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 200,031 | 4,864 | 0.0% | 0.0% | 1 | +4,348 | 2.22% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 198,178 | 4,702 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 149,474 | 3,635 | 0.0% | — | 3 | +149,474 | New | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 102,560 | 2,494 | 0.32% | 0.3% | 4 | +6,827 | 7.13% | Q1 2026 | Apr 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 88,480 | 2,152 | 0.0% | 0.0% | 5 | +1,166 | 1.34% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 47,643 | 1,158 | 0.0% | 0.0% | 6 | +2,623 | 5.83% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 41,052 | 998 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cannell & Spears LLC | History | No change | 40,169 | 976 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 36,575 | 889 | 0.0% | 0.0% | 9 | -700 | -1.88% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 29,106 | 707 | 0.0% | 0.0% | 10 | +16,008 | 122.22% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 29,323 | 695 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 25,348 | 616 | 0.0% | — | 12 | +25,348 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 21,757 | 529 | 0.0% | — | 13 | +21,757 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 19,802 | 481 | 0.0% | 0.0% | 14 | -989 | -4.76% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 18,232 | 443 | 0.0% | 0.0% | 15 | +200 | 1.11% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 13,873 | 337 | 0.0% | 0.0% | 16 | -16,257 | -53.96% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,546 | 280 | 0.0% | 0.0% | 17 | -1,450 | -11.16% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 11,210 | 272 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | New | 8,180 | 199 | 0.04% | — | 19 | +8,180 | New | Q1 2026 | Apr 08, 2026 |
| BARCLAYS PLC | History | Reduced | 3,763 | 91 | 0.0% | 0.0% | 20 | -4,779 | -55.95% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,231 | 78 | 0.0% | 0.0% | 21 | -1,376 | -29.87% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,900 | 70 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 2,831 | 68 | 0.0% | 0.0% | 23 | +370 | 15.03% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,096 | 50 | 0.0% | 0.0% | 24 | -2,661 | -55.94% | Q1 2026 | Jul 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,812 | 44 | 0.0% | 0.0% | 25 | +34 | 1.91% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,628 | 39 | 0.0% | — | 26 | +1,628 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,479 | 35 | 0.0% | 0.0% | 27 | +25 | 1.72% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,357 | 33 | 0.0% | 0.0% | 28 | +183 | 15.59% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,202 | 29 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,012 | 24 | 0.0% | 0.0% | 30 | -91 | -8.25% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 941 | 22 | 0.0% | 0.0% | 31 | +486 | 106.81% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 696 | 16 | 0.0% | 0.0% | 32 | +49 | 7.57% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 518 | 12 | 0.0% | 0.0% | 33 | +361 | 229.94% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 472 | 11 | 0.0% | 0.0% | 34 | +73 | 18.3% | Q1 2026 | May 08, 2026 |
| Clean Yield Group | History | No change | 450 | 10 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 372 | 9 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 330 | 8 | 0.0% | 0.0% | 37 | -70 | -17.5% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 191 | 4 | 0.0% | 0.0% | 38 | +108 | 130.12% | Q1 2026 | May 11, 2026 |
| Portus Wealth Advisors, LLC | History | New | 116 | 2 | 0.0% | — | 41 | +116 | New | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 99 | 2 | 0.0% | 0.0% | 39 | +55 | 125.0% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 120 | 2 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | New | 58 | 1 | 0.0% | — | 43 | +58 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,305 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,787 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Reduced | 7 | 0 | — | — | — | -11 | -61.11% | Q1 2026 | May 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 30 | 0 | — | — | — | -8 | -21.05% | Q1 2026 | Apr 22, 2026 |
| Covestor Ltd | History | Added to | 7 | 0 | — | — | — | +6 | 600.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9 | 0 | — | — | — | -2 | -18.18% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |