Position in UBSI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$15,242,682
-$3,307,626 QoQ
Shares Held
368,003
-23.8% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $13,712,363,285 across 294 Banks - Regional names. UBSI ranks #66 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,242,682 | 368,003 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $18,550,308 | 483,081 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $29,109,082 | 782,292 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $17,309,093 | 475,133 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $20,505,047 | 591,435 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $31,195,560 | 830,774 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $22,067,782 | 594,819 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $17,578,260 | 541,870 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $17,619,055 | 492,290 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $22,112,405 | 588,879 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $10,039,750 | 363,891 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $13,711,010 | 462,117 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $16,244,763 | 461,499 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $13,909,973 | 343,541 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,627,150 | 297,263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,043,822 | 314,908 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,758,794 | 279,782 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $10,458,106 | 288,261 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,849,010 | 270,726 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,427,164 | 313,073 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,401,012 | 580,638 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $29,458,467 | 909,212 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $22,283,259 | 1,037,879 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $29,475,629 | 1,065,641 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $24,736,751 | 1,071,783 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||