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Union Bankshares Inc (UNB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cardinal Capital Management
INCREASED
Shares111,618 from 104,509
Change+7,109 (+7%)
Value$2.6M (+$31.8K)
Filed 2026-10-21
Dimensional Fund Advisors LP
INCREASED
Shares42,113 from 41,052
Change+1,061 (+3%)
Value$968.6K (-$27.3K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares29,323 from 29,323
Change0 (0%)
Value$674.4K (-$36.9K)
Filed 2026-10-21
Community Financial Services Group, LLC
DECREASED
Shares6,180 from 7,180
Change-1,000 (-14%)
Value$142.1K (-$35.1K)
Filed 2026-10-15
Barclays PLC
DECREASED
Shares2,789 from 2,913
Change-124 (-4%)
Value$64.1K (-$6.5K)
Filed 2026-11-06
Hanson & Doremus Investment Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12 ($0)
Filed 2026-10-16
Clean Yield Group
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$10.4K (-$567)
Filed 2026-10-28
1620 Investment Advisors, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2.8K (-$151)
Filed 2026-11-04
Citigroup Inc
NEW
Shares25
Change+25
Value$575
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares8 from 20
Change-12 (-60%)
Value$184 (-$301)
Filed 2026-10-14
PNC Financial Services Group, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$184 (-$10)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares4 from 12
Change-8 (-67%)
Value$92 (-$199)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$92 (-$29)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares2
Change+2
Value$46
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares2 from 9
Change-7 (-78%)
Value$46 (-$173)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares1 from 23
Change-22 (-96%)
Value$23 (-$535)
Filed 2026-10-22
True Wealth Design, LLC
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$23 (-$99)
Filed 2026-10-13
Gamma Investing LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$412)
Filed 2026-10-08
Covestor Ltd
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 ($0)
Filed 2026-10-30
Fortitude Family Office, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$49)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$24)
Filed 2026-10-07
Vanguard Capital Management LLC
N/A
Shares— from 151,233
Change-151,233 (-100%)
Value—
Truffle Hound Capital, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 65,942
Change-65,942 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 45,223
Change-45,223 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 40,169
Change-40,169 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 31,709
Change-31,709 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 22,438
Change-22,438 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 21,852
Change-21,852 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21,236
Change-21,236 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,723
Change-16,723 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,494
Change-16,494 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,966
Change-13,966 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 13,924
Change-13,924 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,390
Change-13,390 (-100%)
Value—
State Street Corp
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 771
Change-771 (-100%)
Value—
FMR LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 223
Change-223 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 144
Change-144 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 133
Change-133 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 86
Change-86 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 49
Change-49 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 23
Change-23 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Cardinal Capital Management
INCREASED111,618104,509+7,109+7%$2.5M$2.6M+$31.8K2026-10-21
Dimensional Fund Advisors LP
INCREASED42,11341,052+1,061+3%$995.9K$968.6K-$27.3K2026-11-04
Trust Co of Vermont
UNCHANGED29,32329,32300%$711.4K$674.4K-$36.9K2026-10-21
Community Financial Services Group, LLC
DECREASED6,1807,180-1,000-14%$177.2K$142.1K-$35.1K2026-10-15
Barclays PLC
DECREASED2,7892,913-124-4%$70.7K$64.1K-$6.5K2026-11-06
Hanson & Doremus Investment Management
UNCHANGED50050000%$12$12$02026-10-16
Clean Yield Group
UNCHANGED45045000%$10.9K$10.4K-$5672026-10-28
1620 Investment Advisors, Inc.
UNCHANGED12012000%$2.9K$2.8K-$1512026-11-04
Citigroup Inc
NEW25—+25——$575—2026-11-04
Essential Partners LLC
DECREASED820-12-60%$485$184-$3012026-10-14
PNC Financial Services Group, Inc.
UNCHANGED8800%$194$184-$102026-11-06
IFP Advisors, Inc
DECREASED412-8-67%$291$92-$1992026-10-16
Farther Finance Advisors, LLC
DECREASED45-1-20%$121$92-$292026-10-08
Root Financial Partners, LLC
NEW2—+2——$46—2026-10-21
EverSource Wealth Advisors, LLC
DECREASED29-7-78%$219$46-$1732026-11-04
Capital Advisors, Ltd. LLC
UNCHANGED2200%$0$0$02026-10-27
SBI Securities Co., Ltd.
DECREASED123-22-96%$558$23-$5352026-10-22
True Wealth Design, LLC
DECREASED15-4-80%$122$23-$992026-10-13
Gamma Investing LLC
CLOSED017-17-100%$412$0-$4122026-10-08
Covestor Ltd
CLOSED09-9-100%$0$0$02026-10-30
Fortitude Family Office, LLC
CLOSED02-2-100%$49$0-$492026-10-14
Wealth Enhancement Trust Services, Inc.
CLOSED01-1-100%$24$0-$242026-10-07
Vanguard Capital Management LLC
N/A—151,233-151,233-100%$3.7M———
Truffle Hound Capital, LLC
N/A—80,000-80,000-100%$1.9M———
BlackRock, Inc.
N/A—65,942-65,942-100%$1.6M———
Geode Capital Management, LLC
N/A—45,223-45,223-100%$1.1M———
Cannell & Spears LLC
N/A—40,169-40,169-100%$974.5K———
Millennium Management LLC
N/A—31,709-31,709-100%$769.3K———
Vanguard Fiduciary Trust Co
N/A—22,438-22,438-100%$544.3K———
Renaissance Technologies LLC
N/A—21,852-21,852-100%$530.1K———
Morgan Stanley
N/A—21,236-21,236-100%$515.2K———
Goldman Sachs Group Inc
N/A—16,723-16,723-100%$405.7K———
Northern Trust Corp
N/A—16,494-16,494-100%$400.1K———
Jane Street Group, LLC
N/A—13,966-13,966-100%$338.8K———
LPL Financial LLC
N/A—13,924-13,924-100%$337.8K———
AQR Capital Management LLC
N/A—13,390-13,390-100%$324.8K———
State Street Corp
N/A—11,191-11,191-100%$271.5K———
HSBC Holdings PLC
N/A—10,535-10,535-100%$251.6K———
Citadel Advisors LLC
N/A—9,381-9,381-100%$227.6K———
Squarepoint Ops LLC
N/A—9,261-9,261-100%$224.7K———
Russell Investments Group, Ltd.
N/A—2,050-2,050-100%$49.7K———
Vanguard Global Advisers, LLC
N/A—1,628-1,628-100%$39.5K———
UBS Group AG
N/A—1,111-1,111-100%$27.0K———
Wells Fargo & Company
N/A—771-771-100%$18.7K———
FMR LLC
N/A—745-745-100%$18.1K———
Royal Bank of Canada
N/A—223-223-100%$5.0K———
Arax Advisory Partners
N/A—144-144-100%$3.5K———
Tower Research Capital LLC (TRC)
N/A—133-133-100%$3.2K———
BNP Paribas Financial Markets
N/A—86-86-100%$2.1K———
JPMorgan Chase & Co
N/A—49-49-100%$1.2K———
Allworth Financial LP
N/A—23-23-100%$558———
Rothschild Investment LLC
N/A—7-7-100%$170———
Showing 52 of 52 institutions