UNION BANKSHARES INC - UNB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 GROUP INC | History | Added to | 198,178 | 4,702 | 0.0% | 0.0% | 1 | +13,083 | 7.07% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 195,683 | 4,643 | 0.0% | 0.0% | 2 | +34,770 | 21.61% | Q4 2025 | Feb 12, 2026 |
| Cardinal Capital Management | History | Reduced | 95,733 | 2,271 | 0.3% | 0.33% | 3 | -470 | -0.49% | Q4 2025 | Jan 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 87,314 | 2,072 | 0.0% | 0.0% | 4 | +1,249 | 1.45% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 45,020 | 1,068 | 0.0% | 0.0% | 5 | -957 | -2.08% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 41,052 | 974 | 0.0% | 0.0% | 6 | +62 | 0.15% | Q4 2025 | Feb 12, 2026 |
| Cannell & Spears LLC | History | Reduced | 40,169 | 953 | 0.02% | 0.02% | 7 | -1,911 | -4.54% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 37,275 | 884 | 0.0% | 0.0% | 8 | +649 | 1.77% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 30,130 | 714 | 0.0% | 0.0% | 9 | -1,146 | -3.66% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 29,323 | 695 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | Added to | 20,791 | 493 | 0.0% | 0.0% | 11 | +6,373 | 44.2% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,032 | 427 | 0.0% | 0.0% | 12 | -981 | -5.16% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 13,098 | 310 | 0.0% | — | 13 | +13,098 | New | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,996 | 308 | 0.0% | 0.0% | 14 | +2,973 | 29.66% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 11,210 | 266 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 8,542 | 202 | 0.0% | 0.0% | 16 | +2,548 | 42.51% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,305 | 125 | 0.0% | 0.0% | 17 | +454 | 9.36% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,757 | 112 | 0.0% | 0.0% | 18 | +1,716 | 56.43% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,607 | 109 | 0.0% | 0.0% | 19 | -92 | -1.96% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,900 | 68 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,461 | 58 | 0.0% | 0.0% | 21 | -768 | -23.78% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,787 | 42 | 0.0% | — | 23 | +1,787 | New | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,778 | 42 | 0.0% | 0.0% | 22 | +44 | 2.54% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,454 | 34 | 0.0% | 0.0% | 24 | -234 | -13.86% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,202 | 28 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,174 | 27 | 0.0% | 0.0% | 26 | -538 | -31.43% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,103 | 26 | 0.0% | 0.0% | 27 | +365 | 49.46% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 647 | 15 | 0.0% | 0.0% | 28 | -191,606 | -99.66% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 455 | 10 | 0.0% | 0.0% | 30 | -312 | -40.68% | Q4 2025 | Feb 17, 2026 |
| Clean Yield Group | History | No change | 450 | 10 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 399 | 9 | 0.0% | 0.0% | 32 | -2,144 | -84.31% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 400 | 9 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 372 | 8 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 223 | 5 | 0.0% | 0.0% | 34 | -4 | -1.76% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 157 | 4 | 0.0% | — | 35 | +157 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 114 | 3 | 0.0% | 0.0% | 36 | -10 | -8.06% | Q4 2025 | Feb 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 120 | 2 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 83 | 1 | 0.0% | 0.0% | 38 | -68 | -45.03% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 44 | 1 | 0.0% | 0.0% | 39 | +18 | 69.23% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 62 | 1 | 0.0% | 0.0% | 40 | +2 | 3.33% | Q4 2025 | Jan 23, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,960 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -8,520 | -100.0% | Q3 2025 | Nov 03, 2025 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Closed out | 0 | 0 | — | 0.0% | — | -775 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sterling Capital Management LLC | History | Added to | 38 | 0 | — | — | — | +14 | 58.33% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11 | 0 | — | — | — | +4 | 57.14% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 23 | 0 | — | — | — | -1 | -4.17% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |