13F Insight
DOSSIER · 13F-HR · Q3 2026

UNION SAVINGS BANK

$250M in tracked AUM across 417 positions as of Q3 2026.

US
CIK 0001985855 · last filed Sep 30, 2026
Total AUM
$250M
as of Q3 2026
Holdings
417
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

UNION SAVINGS BANK filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPHQ
INVESCO S&P 500 QUALITY ETF
$42M494K16.6%02
BRK/A
BERKSHIRE HATHAWAY INC COM
$24M329.6%03
IJH
ISHARES CORE S&P MID-CAP ETF
$15M214K6.1%04
SPY
SPDR S&P 500 ETF TRUST
$13M17K5.2%05
MSFT
MICROSOFT CORP
$8M16K3.3%06
IWM
ISHARES RUSSELL 2000 INDEX
$7M25K2.8%07
AAPL
APPLE INCORPORATED
$7M20K2.7%08
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
$6M36K2.3%09
GVI
ETF ISHS INTER GOVT CR BD
$5M52K2.1%10
GOOGL
ALPHABET INC
$5M15K2.0%

Filing history

2026Q3Sep 30
$250M▲ 0.5%
417 positionsView →2026Q2Jun 30
$249M▲ 9.1%
411 positionsView →2026Q1Mar 31
$228M▼ 1.2%
408 positionsView →2025Q4Dec 31
$231M▲ 6.0%
409 positionsView →2025Q2Jun 30
$218M▲ 6.4%
378 positionsLocked2025Q1Mar 31
$205M▲ 0.6%
404 positionsLocked2024Q4Dec 31
$203M▼ 0.3%
384 positionsLocked2024Q3Sep 30
$204M▲ 7.1%
389 positionsLocked2024Q2Jun 30
$190M▼ 0.4%
389 positionsLocked2024Q1Mar 31
$191M▲ 8.5%
389 positionsLocked2023Q4Dec 31
$176M▲ 9.9%
402 positionsLocked2023Q3Sep 30
$160M▼ 4.2%
406 positionsLocked
Showing 12 of 13