Empfehlung
18,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
45.2
5 neu, 12 erhöht, -3723K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
Stammdaten
Unternehmen
| Name | UNION BANKSHARES INC |
|---|---|
| Ticker | UNB |
| CIK | 0000706863 |
Branche
| SIC-Code | 6022 |
|---|---|
| Beschreibung | State Commercial Banks |
Wertpapier
| CUSIP | 905400107 |
|---|---|
| ISIN | US9054001071 |
| Typ | Common Stock |
| Titel | UNION BANKSHARES INC /VT |
Status
| Zuletzt geprüft | 2026-03-20 22:08:55.451625 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 198,178 | 185,095 | 13,083 | 4,702,763 | Aufgestockt | +7,1% | |
| BlackRock, Inc. | 195,683 | 160,913 | 34,770 | 4,643,558 | Aufgestockt | +21,6% | |
| Cardinal Capital Management | 95,733 | 96,203 | -470 | 2,271,745 | Reduziert | -0,5% | |
| GEODE CAPITAL MANAGEMENT, LLC | 87,314 | 86,065 | 1,249 | 2,072,199 | Aufgestockt | +1,5% | |
| NORTHERN TRUST CORP | 45,020 | 45,977 | -957 | 1,068,325 | Reduziert | -2,1% | |
| DIMENSIONAL FUND ADVISORS LP | 41,052 | 40,990 | 62 | 974,118 | Aufgestockt | +0,2% | |
| STATE STREET CORP | 37,275 | 36,626 | 649 | 884,536 | Aufgestockt | +1,8% | |
| LPL Financial LLC | 30,130 | 31,276 | -1,146 | 714,988 | Reduziert | -3,7% | |
| TRUST CO OF VERMONT | 29,323 | 29,323 | 0 | 695,835 | Unverändert | 0,0% | |
| MORGAN STANLEY | 20,791 | 14,418 | 6,373 | 493,376 | Aufgestockt | +44,2% | |
| RENAISSANCE TECHNOLOGIES LLC | 18,032 | 19,013 | -981 | 427,899 | Reduziert | -5,2% | |
| GOLDMAN SACHS GROUP INC | 13,098 | 0 | 13,098 | 310,816 | Neu | +100,0% | |
| BARCLAYS PLC | 8,542 | 831 | 7,711 | 202,701 | Aufgestockt | +927,9% | |
| RAYMOND JAMES FINANCIAL INC | 6,622 | 0 | 6,622 | 176,269 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 5,305 | 4,851 | 454 | 125,888 | Aufgestockt | +9,4% | |
| WELLS FARGO & COMPANY/MN | 4,757 | 3,041 | 1,716 | 112,884 | Aufgestockt | +56,4% | |
| DEUTSCHE BANK AG\ | 4,607 | 4,699 | -92 | 109,324 | Reduziert | -2,0% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,900 | 2,900 | 0 | 68,817 | Unverändert | 0,0% | |
| RHUMBLINE ADVISERS | 2,461 | 3,229 | -768 | 58,394 | Reduziert | -23,8% | |
| Kestra Advisory Services, LLC | 1,787 | 0 | 1,787 | 42,415 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 1,454 | 1,688 | -234 | 34,503 | Reduziert | -13,9% | |
| Police & Firemen's Retirement System of New Jersey | 1,202 | 1,202 | 0 | 28,523 | Unverändert | 0,0% | |
| UBS Group AG | 1,174 | 1,712 | -538 | 27,860 | Reduziert | -31,4% | |
| BNP PARIBAS FINANCIAL MARKETS | 1,103 | 738 | 365 | 26,174 | Aufgestockt | +49,5% | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 775 | 775 | 0 | 19,453 | Unverändert | 0,0% | |
| FMR LLC | 647 | 192,253 | -191,606 | 15,355 | Reduziert | -99,7% | |
| Tower Research Capital LLC (TRC) | 455 | 767 | -312 | 10,797 | Reduziert | -40,7% | |
| Clean Yield Group | 450 | 450 | 0 | 10,679 | Unverändert | 0,0% | |
| Legal & General Group Plc | 400 | 400 | 0 | 9,492 | Unverändert | 0,0% | |
| Ameritas Investment Partners, Inc. | 372 | 372 | 0 | 8,828 | Unverändert | 0,0% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 223 | 227 | -4 | 5,292 | Reduziert | -1,8% | |
| 1620 INVESTMENT ADVISORS, INC. | 120 | 120 | 0 | 2,848 | Unverändert | 0,0% | |
| CITIGROUP INC | 83 | 151 | -68 | 1,970 | Reduziert | -45,0% | |
| Farther Finance Advisors, LLC | 62 | 60 | 2 | 1,471 | Aufgestockt | +3,3% | |
| Arax Advisory Partners | 32 | 0 | 32 | 793 | Neu | +100,0% | |
| SBI Securities Co., Ltd. | 23 | 24 | -1 | 546 | Reduziert | -4,2% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,525 | 0 | 8,525 | 227 | Neu | +100,0% | |
| True Wealth Design, LLC | 1 | 0 | 1 | 25 | Neu | +100,0% | |
| IFP Advisors, Inc | 1 | 1 | 0 | 24 | Unverändert | 0,0% | |
| MAI Capital Management | 1 | 0 | 1 | 24 | Neu | +100,0% | |
| EverSource Wealth Advisors, LLC | 1 | 0 | 1 | 24 | Neu | +100,0% | |
| AMALGAMATED BANK | 114 | 124 | -10 | 3 | Reduziert | -8,1% | |
| CWM, LLC | 44 | 26 | 18 | 1 | Aufgestockt | +69,2% | |
| Covestor Ltd | 1 | 1 | 0 | 0 | Unverändert | 0,0% | |
| Capital Advisors, Ltd. LLC | 2 | 2 | 0 | 0 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | Hogan Patricia N | Open Market Purchase | 9 | 25.28 | 216.74 | +102,1% | ||
| 2025-11-06 | Hogan Patricia N | Open Market Purchase | 9 | 23.09 | 213.37 | +100,5% | ||
| 2025-08-07 | Hogan Patricia N | Open Market Purchase | 8 | 27.01 | 210.65 | +99,2% | ||
| 2025-05-01 | Hogan Patricia N | Open Market Purchase | 6 | 34.67 | 208.47 | +98,2% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-17 | 186 | 24,94 | 4.639 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| VANGUARD GROUP INC | 198,178 | 4,702,763 | 23.32 |
| BlackRock, Inc. | 195,683 | 4,643,558 | 23.03 |
| Cardinal Capital Management | 95,733 | 2,271,745 | 11.27 |
| GEODE CAPITAL MANAGEMENT, LLC | 87,314 | 2,072,199 | 10.28 |
| NORTHERN TRUST CORP | 45,020 | 1,068,325 | 5.30 |
| DIMENSIONAL FUND ADVISORS LP | 41,052 | 974,118 | 4.83 |
| STATE STREET CORP | 37,275 | 884,536 | 4.39 |
| LPL Financial LLC | 30,130 | 714,988 | 3.55 |
| TRUST CO OF VERMONT | 29,323 | 695,835 | 3.45 |
| MORGAN STANLEY | 20,791 | 493,376 | 2.45 |
| RENAISSANCE TECHNOLOGIES LLC | 18,032 | 427,899 | 2.12 |
| GOLDMAN SACHS GROUP INC | 13,098 | 310,816 | 1.54 |
| BARCLAYS PLC | 8,542 | 202,701 | 1.01 |
| BANK OF AMERICA CORP /DE/ | 5,305 | 125,888 | 0.62 |
| WELLS FARGO & COMPANY/MN | 4,757 | 112,884 | 0.56 |
| DEUTSCHE BANK AG\ | 4,607 | 109,324 | 0.54 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,900 | 68,817 | 0.34 |
| RHUMBLINE ADVISERS | 2,461 | 58,394 | 0.29 |
| Kestra Advisory Services, LLC | 1,787 | 42,415 | 0.21 |
| JPMORGAN CHASE & CO | 1,454 | 34,503 | 0.17 |