13F

Stock

Union Bankshares Inc

UNB · held by 49 managers

Reported value

$21.7M

Holders

49

+0 new · −0 exited

Holders’ est. mark

−$26K

Price effect on 5 books still in the name

Largest holder

$4.7M

Vanguard

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Vanguard198.2K$4.7MHeld
BlackRock, Inc.195.7K$4.64MHeld
Cardinal Capital Management95.7K$2.27MHeld
GEODE CAPITAL MANAGEMENT, LLC87.3K$2.07MHeld
NORTHERN TRUST CORP45K$1.07MHeld
DIMENSIONAL FUND ADVISORS LP41.1K$974.1KHeld
Cannell & Spears LLC40.2K$953.2KHeld
State Street37.3K$884.5KHeld
LPL Financial LLC30.1K$715KHeld
TRUST CO OF VERMONT29.3K$695.8KHeld
MORGAN STANLEY20.8K$493.4K−$14.8KAdded$136.4K
Renaissance Technologies18K$427.9KHeld
GOLDMAN SACHS GROUP INC13.1K$310.8KHeld
Citadel13K$308.4KHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC11.2K$266KHeld
BARCLAYS PLC8.54K$202.7K−$6.17KAdded$54.3K
BANK OF AMERICA CORP /DE/5.3K$125.9K−$5KAdded$5.78K
WELLS FARGO & COMPANY/MN4.76K$112.9KHeld
DEUTSCHE BANK AG\4.61K$109.3KHeld
NEW YORK STATE COMMON RETIREMENT FUND2.9K$68.8KHeld
RHUMBLINE ADVISERS2.46K$58.4KHeld
Kestra Advisory Services, LLC1.79K$42.4KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.78K$42.2KHeld
JPMORGAN CHASE & CO1.45K$34.5KHeld
Police & Firemen's Retirement System of New Jersey1.2K$28.5KHeld
UBS Group AG1.17K$27.9KHeld
BNP PARIBAS FINANCIAL MARKETS1.1K$26.2KHeld
Fidelity647$15.4KHeld
Tower Research Capital LLC (TRC)455$10.8KHeld
Clean Yield Group450$10.7KHeld
Legal & General Group Plc400$9.49KHeld
Russell Investments Group, Ltd.399$9.47KHeld
Ameritas Investment Partners, Inc.372$8.83KHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM223$5.29KHeld
ROYAL BANK OF CANADA157$4KHeld
1620 INVESTMENT ADVISORS, INC.120$2.85KHeld
CITIGROUP INC83$1.97KHeld
Farther Finance Advisors, LLC62$1.47KHeld
Sterling Capital Management LLC38$902Held
SBI Securities Co., Ltd.23$546Held
Essential Partners LLC18$427−$19Cut−$836
PNC Financial Services Group, Inc.11$261Held
MAI Capital Management1$24Held
EverSource Wealth Advisors, LLC1$24Held
IFP Advisors, Inc1$24−$1Cut−$1
AMALGAMATED BANK114$3Held
CWM, LLC44$1Held
Covestor Ltd1$0Held
Capital Advisors, Ltd. LLC2$0Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.