Position in UBSI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,862,760
+$57,263 QoQ
Shares Held
40,645
-6.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#133
of 449 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $3,013,641 across 4 Banks - Regional names. UBSI ranks #1 (61.8% of the industry book) .
All Filings in UBSI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,862,760 | 40,645 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,805,497 | 43,590 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,811,788 | 47,182 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,885,877 | 50,682 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,757,144 | 50,682 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||