UNION SAVINGS BANK - Portfolio overview

UNION SAVINGS BANK has 344 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. BRKA - BERKSHIRE HATHAWAY INC COM, 15.93%
  2. IJH - ISHARES CORE S&P MID-CAP ETF, 9.76%
  3. IWM - ISHARES RUSSELL 2000 INDEX, 4.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.