Position in UBSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,027,393
+$741,685 QoQ
Shares Held
121,376
+8.8% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $576,676,482 across 99 Banks - Regional names. UBSI ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,080,398 | $224,820,019 | |
| 2 | TFC |
Truist Financial Corp
|
973,960 | $44,772,941 | |
| 3 | USB |
US Bancorp De
|
810,820 | $42,170,748 | |
| 4 | NU |
Nu Holdings Ltd.
|
2,856,528 | $41,048,307 | |
| 5 | FITB |
Fifth Third Bancorp
|
653,831 | $30,376,988 | |
| 6 | KEY |
Keycorp /New/
|
1,139,964 | $22,856,278 | |
| 7 | WAL |
Western Alliance Bancorporation
|
181,937 | $12,890,236 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
201,494 | $12,083,595 |
All Filings in UBSI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,027,393 | 121,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,285,708 | 111,607 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,410,556 | 91,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,417,753 | 93,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,534,446 | 73,102 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,064,805 | 28,357 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,706,414 | 45,995 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,994,930 | 61,496 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,034,303 | 56,840 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,134,342 | 56,840 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||