Position in UCB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,795,169
+$222,559 QoQ
Shares Held
51,159
+2.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 370 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. UCB ranks #71 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in UCB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,169 | 51,159 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,572,610 | 49,940 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,582,042 | 50,674 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,222,211 | 38,986 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,090,820 | 36,617 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,105,649 | 39,305 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,245,905 | 38,561 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $995,146 | 34,221 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $857,009 | 33,661 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $705,718 | 26,813 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,204,370 | 41,161 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,030,045 | 40,537 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $599,784 | 24,001 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $709,214 | 25,221 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $731,432 | 21,640 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $701,157 | 21,183 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $858,452 | 28,435 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $587,667 | 16,887 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $429,411 | 11,948 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $326,559 | 9,950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $297,885 | 9,306 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $307,864 | 9,023 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $230,079 | 8,090 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||