UNB Union Bankshares Inc
Union Bankshares Inc (UNB) Institutional Ownership
What the institutions did with UNB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Cardinal Capital Management | 111.6K | 44.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 42.6K | 16.8% |
| DIMENSIONAL FUND ADVISORS LP | 42.1K | 16.6% |
| TRUST CO OF VERMONT | 29.3K | 11.6% |
| LPL Financial LLC | 14.5K | 5.7% |
| Community Financial Services Group, LLC | 6.2K | 2.4% |
| BARCLAYS PLC | 2.8K | 1.1% |
| Russell Investments Group, Ltd. | 2.8K | 1.1% |
| Hanson & Doremus Investment Management | 500 | 0.2% |
| Clean Yield Group | 450 | 0.2% |
| 1620 INVESTMENT ADVISORS, INC. | 120 | 0.0% |
| CITIGROUP INC | 25 | 0.0% |
| Allworth Financial LP | 23 | 0.0% |
| PNC Financial Services Group, Inc. | 8 | 0.0% |
| Essential Partners LLC | 8 | 0.0% |
| IFP Advisors, Inc | 4 | 0.0% |
| Farther Finance Advisors, LLC | 4 | 0.0% |
| Capital Advisors, Ltd. LLC | 2 | 0.0% |
| EverSource Wealth Advisors, LLC | 2 | 0.0% |
| Root Financial Partners, LLC | 2 | 0.0% |
| SBI Securities Co., Ltd. | 1 | 0.0% |
| True Wealth Design, LLC | 1 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Squarepoint Ops LLC | Sold Out | 9.3K | 0 | -9.3K |
| Cardinal Capital Management | Increased | 104.5K | 111.6K | +7.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 45.2K | 42.6K | -2.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 41.1K | 42.1K | +1.1K |
| Community Financial Services Group, LLC | Reduced | 7.2K | 6.2K | -1.0K |
| Russell Investments Group, Ltd. | Increased | 2.1K | 2.8K | +706 |
| LPL Financial LLC | Increased | 13.9K | 14.5K | +551 |
| BARCLAYS PLC | Reduced | 2.9K | 2.8K | -124 |
| CITIGROUP INC | New | 0 | 25 | +25 |
| SBI Securities Co., Ltd. | Reduced | 23 | 1 | -22 |
| GAMMA Investing LLC | Sold Out | 17 | 0 | -17 |
| Essential Partners LLC | Reduced | 20 | 8 | -12 |
| Covestor Ltd | Sold Out | 9 | 0 | -9 |
| IFP Advisors, Inc | Reduced | 12 | 4 | -8 |
| EverSource Wealth Advisors, LLC | Reduced | 9 | 2 | -7 |
| True Wealth Design, LLC | Reduced | 5 | 1 | -4 |
| Fortitude Family Office, LLC | Sold Out | 2 | 0 | -2 |
| Root Financial Partners, LLC | New | 0 | 2 | +2 |
| Farther Finance Advisors, LLC | Reduced | 5 | 4 | -1 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 1 | 0 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.