UNION BANKSHARES INC

Ticker: UNB CUSIP: 905400107 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
VANGUARD GROUP INC198,178$4,703
BlackRock, Inc.195,683$4,644
Cardinal Capital Management95,733$2,272
GEODE CAPITAL MANAGEMENT, LLC87,314$2,072
NORTHERN TRUST CORP45,020$1,068
DIMENSIONAL FUND ADVISORS LP41,052$974
Cannell & Spears LLC40,169$953
STATE STREET CORP37,275$885
LPL Financial LLC30,130$715
TRUST CO OF VERMONT29,323$696
MORGAN STANLEY20,791$493
RENAISSANCE TECHNOLOGIES LLC18,032$428
GOLDMAN SACHS GROUP INC13,098$311
CITADEL ADVISORS LLC12,996$308
CHARLES SCHWAB INVESTMENT MANAGEMENT INC11,210$266
BARCLAYS PLC8,542$203
BANK OF AMERICA CORP /DE/5,305$126
WELLS FARGO & COMPANY/MN4,757$113
DEUTSCHE BANK AG\4,607$109
NEW YORK STATE COMMON RETIREMENT FUND2,900$69
RHUMBLINE ADVISERS2,461$58
Kestra Advisory Services, LLC1,787$42
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,778$42
JPMORGAN CHASE & CO1,454$35
Police & Firemen's Retirement System of New Jersey1,202$29
UBS Group AG1,174$28
BNP PARIBAS ARBITRAGE, SA1,103$26
FMR LLC647$15
Tower Research Capital LLC (TRC)455$11
Clean Yield Group450$11
Legal & General Group Plc400$9
Russell Investments Group, Ltd.399$9
Ameritas Investment Partners, Inc.372$9
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM223$5
ROYAL BANK OF CANADA157$4
1620 INVESTMENT ADVISORS, INC.120$3
AMALGAMATED BANK114$0
CITIGROUP INC83$2
Farther Finance Advisors, LLC62$1
CWM, LLC44$0
Sterling Capital Management LLC38$1
SBI Securities Co., Ltd.23$1
PNC Financial Services Group, Inc.11$0
Capital Advisors, Ltd. LLC2$0
MAI Capital Management1$0
IFP Advisors, Inc1$0
EverSource Wealth Advisors, LLC1$0
Covestor Ltd1$0
Total (48 institutions)916,678$21,749