Community Financial Services Group, LLC

Position in UNB — Union Bankshares Inc

CIK 1537319 NEWPORT, VT

Position in UNB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$174,186

-$24,751 QoQ

Shares Held

7,180

-12.2% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 13 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Community Financial Services Group, LLC holds $38,672,286 across 10 Banks - Regional names. UNB ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMTV	Community Bancorp /Vt	696,493	$27,232,876
2	PNC	Pnc Financial Services Group, Inc.	39,907	$9,825,900
3	RF	Regions Financial Corp	21,898	$661,319
4	BHB	Bar Harbor Bankshares	11,344	$428,349
5	UNB	Union Bankshares Inc This page	7,180	$174,186
6	MTB	M&T Bank Corp	500	$119,005
7	EWBC	East West Bancorp Inc	905	$116,825
8	CBU	Community Financial System, Inc.	1,389	$93,229

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$174,186	7,180	-12.2%	Shares	Defined	2026-07-09
2026-03-31	$198,937	8,180	+9.4%	Shares	Defined	2026-04-08
2025-03-31	$235,395	7,480	-11.8%	Shares	Sole	2025-04-23
2024-12-31	$245,156	8,480	0.0%	Shares	Sole	2025-01-29
2024-09-30	$219,886	8,480	0.0%	Shares	Sole	2024-10-21
2024-03-31	$258,640	8,480	-15.8%	Shares	Sole	2024-04-23
2021-12-31	$300,328	10,068	0.0%	Shares	Sole	2022-03-10
2021-09-30	$321,974	10,068	0.0%	Shares	Sole	2021-11-09
2021-06-30	$364,461	10,068	—	Shares	Sole	2021-07-23
No filing history on record for this holder in this stock.