Position in UBSI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$67,593,047
+$15,597,221 QoQ
Shares Held
1,631,894
+20.5% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,150,774,423 across 275 Banks - Regional names. UBSI ranks #28 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
37,921,435 | $1,743,248,364 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,991,138 | $1,662,875,904 | |
| 3 | USB |
US Bancorp De
|
15,820,033 | $822,799,913 | |
| 4 | FITB |
Fifth Third Bancorp
|
16,909,345 | $785,608,164 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,966,932 | $660,544,809 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
21,420,171 | $637,892,690 | |
| 7 | IBN |
Icici Bank Ltd
|
12,932,141 | $334,942,449 | |
| 8 | MTB |
M&T Bank Corp
|
1,608,603 | $332,530,410 |
All Filings in UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,593,047 | 1,631,894 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $51,995,826 | 1,354,058 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $50,877,937 | 1,367,319 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $44,724,125 | 1,227,673 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $41,386,616 | 1,193,730 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $45,074,492 | 1,200,386 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $48,256,598 | 1,300,717 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,802,931 | 1,257,797 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $47,057,798 | 1,314,831 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $47,294,974 | 1,259,520 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,030,913 | 943,491 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,577,071 | 996,868 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $32,153,226 | 913,444 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $33,203,781 | 820,049 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $28,261,945 | 790,544 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,041,245 | 771,065 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,840,810 | 740,849 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,391,136 | 837,683 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $28,832,240 | 792,530 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,906,605 | 600,181 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $27,506,301 | 712,968 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $17,697,818 | 546,229 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,458,893 | 487,140 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,135,134 | 547,185 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,142,200 | 526,092 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||