Position in UBSI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,938,044
-$45,405 QoQ
Shares Held
70,933
-8.7% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. UBSI ranks #43 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp De
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in UBSI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,938,044 | 70,933 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,983,449 | 77,694 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,837,188 | 76,248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,533,123 | 69,534 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,372,537 | 68,432 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,581,825 | 68,757 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,891,381 | 104,889 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,876,816 | 57,855 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,648,380 | 46,057 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,770,970 | 47,163 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,245,826 | 45,155 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,430,598 | 48,217 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $932,659 | 26,496 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,858,292 | 95,290 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,395,141 | 94,969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,067,643 | 87,472 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,982,309 | 85,502 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,114,710 | 85,852 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,796,930 | 76,881 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,626,357 | 71,955 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $382,058 | 17,795 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||