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 | No change | 151,233 | 3,668 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management | History | Added to | 111,618 | 2,567 | 0.3% | 0.31% | 2 | +7,109 | 6.8% | Q3 2026 | Oct 21, 2026 |
| Truffle Hound Capital, LLC | History | No change | 80,000 | 1,940 | 0.41% | 0.41% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 65,942 | 1,599 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 45,223 | 1,097 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cannell & Spears LLC | History | No change | 40,169 | 974 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 42,113 | 968 | 0.0% | 0.0% | 7 | +1,061 | 2.58% | Q3 2026 | Nov 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 31,709 | 769 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 29,323 | 674 | 0.02% | 0.03% | 9 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 22,438 | 544 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 21,852 | 530 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 21,236 | 515 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,723 | 405 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 16,494 | 400 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,966 | 338 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 13,924 | 337 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,390 | 324 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 11,191 | 271 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HSBC HOLDINGS PLC | History | No change | 10,535 | 251 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,381 | 227 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Squarepoint Ops LLC | History | No change | 9,261 | 224 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 6,180 | 142 | 0.02% | 0.03% | 22 | -1,000 | -13.93% | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 2,913 | 70 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,050 | 49 | 0.0% | 0.0% | 24 | 0 | 0.0% | 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 | No change | 1,111 | 26 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 771 | 18 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 745 | 18 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 500 | 12 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Clean Yield Group | History | No change | 450 | 10 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 223 | 5 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 133 | 3 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 144 | 3 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 86 | 2 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 120 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 49 | 1 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -22 | -95.65% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | Reduced | 8 | 0 | — | — | — | -12 | -60.0% | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 4 | 0 | — | — | — | -8 | -66.67% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -7 | -77.78% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 21, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |