Union Savings Bank
Union Savings Bank reported 326 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPHQ (16.6%), BRK.A (9.6%) and IJH (6.2%). Compared with Q2 2026, the fund opened new positions in XOM and HON, added to SPHQ, MSFT and AAPL, trimmed IJH, SPY and IWM and sold out of XOM, CWB and ARKK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPHQ Invesco Exchange Traded FD T | $41.5M | 16.6% | 494K | +2,374 (+0%) | 8 of 8 | |
| 2 |  BRK.A Berkshire Hathaway Inc Dclass A | $23.9M | 9.6% | 32 | No change | 8 of 8 | |
| 3 |  IJH Ishares TR | $15.4M | 6.2% | 214K | −2,694 (−1%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $13M | 5.2% | 17K | −513 (−3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $8.3M | 3.3% | 16K | +77 (+0%) | 8 of 8 | |
| 6 |  IWM Ishares TR | $6.9M | 2.8% | 25K | −322 (−1%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $6.6M | 2.6% | 20K | +237 (+1%) | 8 of 8 | |
| 8 |  VYM Vanguard Whitehall Fds | $5.7M | 2.3% | 36K | −1,203 (−3%) | 8 of 8 | |
| 9 |  GVI Blackrock, Inc. | $5.4M | 2.1% | 52K | +7,013 (+16%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $5M | 2.0% | 15K | +237 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.1M | 30K |
WEBSTER FINL CORP | $96K | 1,258 |
 CWB Spdr Series Trust | $82K | 764 |
 ARKK ARK Innovation ETF | $12K | 144 |
 IBIT Ishares Bitcoin Trust ETF | $8K | 240 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Union Savings Bank 13F FAQ
What does Union Savings Bank own?
Union Savings Bank reported 326 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPHQ (16.6%), BRK.A (9.6%) and IJH (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Union Savings Bank buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 42 added to, 73 trimmed and 8 sold out. New positions include XOM and HON. It sold all of XOM, CWB and ARKK.
When will Union Savings Bank file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Union Savings Bank's portfolio worth?
The Q3 2026 filing reports $250M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.