Position in UBSI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$862,337
+$82,979 QoQ
Shares Held
18,816
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#198
of 446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Tranquility Partners, LLC holds $1,395,599 across 3 Banks - Regional names. UBSI ranks #1 (61.8% of the industry book) .
All Filings in UBSI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,337 | 18,816 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $779,358 | 18,816 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $722,534 | 18,816 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $700,143 | 18,816 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $893,081 | 24,515 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $849,935 | 24,515 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,020,984 | 27,190 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,045,663 | 28,185 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $946,761 | 29,185 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,044,531 | 29,185 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,095,896 | 29,185 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $832,804 | 30,185 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $895,588 | 30,185 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,062,512 | 30,185 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,222,190 | 30,185 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,079,113 | 30,185 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,146,087 | 32,680 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,139,878 | 32,680 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,249,773 | 34,448 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,376,764 | 37,844 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,652,647 | 45,278 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,283,743 | 59,195 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,917,918 | 59,195 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,270,916 | 59,195 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,637,333 | 59,195 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,601,636 | 69,395 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||