Position in UBSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$65,022,316
+$19,823,559 QoQ
Shares Held
1,569,829
+33.4% QoQ
Ownership
1.14%
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 98%
Shared 1%
None 2%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $10,399,114,171 across 291 Banks - Regional names. UBSI ranks #34 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
13,342,380 | $693,937,182 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
21,783,243 | $648,704,974 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,875,709 | $598,406,282 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,800,557 | $548,253,876 | |
| 5 | NU |
Nu Holdings Ltd.
|
33,735,425 | $484,778,055 | |
| 6 | TFC |
Truist Financial Corp
|
10,228,497 | $470,204,004 | |
| 7 | KEY |
Keycorp /New/
|
14,494,858 | $290,621,901 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,568,369 | $273,965,085 |
All Filings in UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,022,316 | 1,569,829 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $45,198,757 | 1,177,051 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $25,007,538 | 672,065 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,088,325 | 441,623 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,292,948 | 643,004 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $49,415,912 | 1,316,003 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $38,285,270 | 1,031,948 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,354,565 | 473,322 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,499,064 | 405,115 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $21,074,336 | 561,234 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $16,367,656 | 593,246 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $150,727,278 | 5,080,124 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $21,229,577 | 603,113 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $20,898,467 | 516,139 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $14,988,723 | 419,265 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $10,943,207 | 312,039 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $19,306,219 | 553,504 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $36,921,030 | 1,017,669 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $31,722,159 | 871,967 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $29,893,025 | 818,987 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $26,277,917 | 681,128 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,055,820 | 649,871 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,365,776 | 343,073 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,913,519 | 936,859 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $19,489,835 | 844,447 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||