Position in SRCE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,952,120
+$2,287,723 QoQ
Shares Held
143,796
+17.2% QoQ
Ownership
0.597%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SRCE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,203,885,587 across 312 Banks - Regional names. SRCE ranks #85 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
31,753,585 | $945,621,757 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,743,133 | $362,728,545 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
19,279,048 | $301,717,100 | |
| 4 | TFC |
Truist Financial Corp
|
6,415,455 | $294,918,462 | |
| 5 | USB |
US Bancorp \De\
|
5,652,311 | $293,976,693 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,162,128 | $286,292,464 | |
| 7 | WBS |
Webster Financial Corp
|
2,829,670 | $196,435,690 | |
| 8 | MTB |
M&T Bank Corp
|
921,146 | $190,419,299 |
All Filings in SRCE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,952,120 | 143,796 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,664,397 | 122,650 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $14,997,862 | 243,630 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,764,106 | 157,308 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,241,302 | 154,511 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,081,794 | 104,176 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,436,751 | 57,394 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,375,955 | 44,311 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,829,106 | 53,970 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,393,382 | 61,754 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,087,200 | 49,589 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,732,337 | 41,315 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,703,605 | 39,481 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,837,019 | 34,602 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,454,699 | 31,419 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,405,084 | 30,949 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,404,103 | 30,359 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,506,897 | 30,381 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,099,699 | 23,279 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,289,543 | 27,756 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,216,619 | 25,570 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $831,872 | 20,642 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $576,892 | 18,706 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $779,877 | 21,919 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $749,002 | 23,096 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||