Position in UBCP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$234,341
+$10,146 QoQ
Shares Held
14,757
+0.1% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 30 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBCP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. UBCP ranks #166 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in UBCP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,341 | 14,757 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $224,195 | 14,740 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $211,074 | 14,709 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $205,380 | 14,691 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $220,023 | 15,174 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $186,350 | 13,886 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $134,576 | 10,481 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $150,497 | 10,224 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $164,042 | 10,208 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||