Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

UNION BANKSHARES INC

CIK 0000706863UNB· quarter ending 2026-06-30

Shares outstanding

4,945,868

as of 2026-07-27 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

787,797

15.9% of shares outstanding

Holders

-3 vs 2026-03-31 · 13 new, 16 exited

Value

$19.1M

shares -11.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-07-27)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	UNB · NASDAQ	4,945,868	787,797	15.9%	50	905400107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	905400107	COM	50	787,797	4,945,868	15.9%	$19.1M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (50 of 50 · 905400107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	151,233	3.06%	$3.7M	+1,759 (+1.2%)
2	Cardinal Capital Management	104,509	2.11%	$2.5M	+1,949 (+1.9%)
3	Truffle Hound Capital, LLC	80,000	1.62%	$1.9M	NEW
4	BlackRock, Inc.	65,942	1.33%	$1.6M	-134,089 (-67.0%)
5	GEODE CAPITAL MANAGEMENT, LLC	45,223	0.91%	$1.1M	-43,257 (-48.9%)
6	DIMENSIONAL FUND ADVISORS LP	41,052	0.83%	$996K	—
7	Cannell & Spears LLC	40,169	0.81%	$975K	—
8	MILLENNIUM MANAGEMENT LLC	31,709	0.64%	$769K	NEW
9	TRUST CO OF VERMONT	29,323	0.59%	$711K	NEW
10	VANGUARD FIDUCIARY TRUST CO	22,438	0.45%	$544K	-2,910 (-11.5%)
11	RENAISSANCE TECHNOLOGIES LLC	21,852	0.44%	$530K	+3,620 (+19.9%)
12	MORGAN STANLEY	21,236	0.43%	$515K	+1,434 (+7.2%)
13	GOLDMAN SACHS GROUP INC	16,723	0.34%	$406K	-12,383 (-42.5%)
14	NORTHERN TRUST CORP	16,494	0.33%	$400K	-31,149 (-65.4%)
15	JANE STREET GROUP, LLC	13,966	0.28%	$339K	NEW
16	LPL Financial LLC	13,924	0.28%	$338K	+51 (+0.4%)
17	AQR CAPITAL MANAGEMENT LLC	13,390	0.27%	$325K	NEW
18	STATE STREET CORP	11,191	0.23%	$271K	-25,384 (-69.4%)
19	HSBC HOLDINGS PLC	10,535	0.21%	$252K	NEW
20	CITADEL ADVISORS LLC	9,381	0.19%	$228K	-2,165 (-18.8%)
21	Squarepoint Ops LLC	9,261	0.19%	$225K	NEW
22	Community Financial Services Group, LLC	7,180	0.15%	$177K	-1,000 (-12.2%)
23	BARCLAYS PLC	2,913	0.06%	$71K	-850 (-22.6%)
24	Russell Investments Group, Ltd.	2,050	0.04%	$50K	+1,578 (+334.3%)
25	Vanguard Global Advisers, LLC	1,628	0.03%	$39K	—
26	UBS Group AG	1,111	0.02%	$27K	-246 (-18.1%)
27	WELLS FARGO & COMPANY/MN	771	0.02%	$19K	-1,325 (-63.2%)
28	FMR LLC	745	0.02%	$18K	+49 (+7.0%)
29	Hanson & Doremus Investment Management	500	0.01%	$12K	NEW
30	Clean Yield Group	450	0.01%	$11K	—
31	ROYAL BANK OF CANADA	223	0.00%	$5K	-295 (-56.9%)
32	Arax Advisory Partners	144	0.00%	$3K	NEW
33	Tower Research Capital LLC (TRC)	133	0.00%	$3K	-808 (-85.9%)
34	1620 INVESTMENT ADVISORS, INC.	120	0.00%	$3K	—
35	BNP PARIBAS FINANCIAL MARKETS	86	0.00%	$2K	-926 (-91.5%)
36	JPMORGAN CHASE & CO	49	0.00%	$1K	-1,430 (-96.7%)
37	Allworth Financial LP	23	0.00%	$558	+22 (+2200.0%)
38	SBI Securities Co., Ltd.	23	0.00%	$558	—
39	Essential Partners LLC	20	0.00%	$485	+13 (+185.7%)
40	GAMMA Investing LLC	17	0.00%	$412	—
41	IFP Advisors, Inc	12	0.00%	$291	NEW
42	EverSource Wealth Advisors, LLC	9	0.00%	$219	+5 (+125.0%)
43	Covestor Ltd	9	0.00%	$0	+2 (+28.6%)
44	PNC Financial Services Group, Inc.	8	0.00%	$194	-1 (-11.1%)
45	ROTHSCHILD INVESTMENT LLC	7	0.00%	$170	+4 (+133.3%)
46	Farther Finance Advisors, LLC	5	0.00%	$121	-57 (-91.9%)
47	True Wealth Design, LLC	5	0.00%	$122	NEW
48	Capital Advisors, Ltd. LLC	2	0.00%	$0	—
49	Fortitude Family Office, LLC	2	0.00%	$49	NEW
50	Wealth Enhancement Trust Services, Inc.	1	0.00%	$24	NEW

Exited since 2026-03-31 (16 filers; largest 16 shown)

VANGUARD PORTFOLIO MANAGEMENT LLC	−21,757
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	−11,210
DEUTSCHE BANK AG\	−3,231
NEW YORK STATE COMMON RETIREMENT FUND	−2,900
RHUMBLINE ADVISERS	−2,831
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	−1,812
Police & Firemen's Retirement System of New Jersey	−1,202
Ameritas Investment Partners, Inc.	−372
Legal & General Group Plc	−330
CITIGROUP INC	−191
Portus Wealth Advisors, LLC	−116
CWM, LLC	−99
Scarborough Advisors, LLC	−58
Sterling Capital Management LLC	−30
Root Financial Partners, LLC	−3
MAI Capital Management	−2

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Zucker Anita G	SCHEDULE 13D	2026-05-18	2026-05-12	347,994	7.54%
Abigail P. Johnson	SCHEDULE 13G/A	2025-11-05	2025-09-30	192,253.08	4.2%
FMR LLC	SCHEDULE 13G/A	2025-11-05	2025-09-30	192,253.08	4.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.