Position in UCB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,402,767
+$560,554 QoQ
Shares Held
182,467
-1.6% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 369 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. UCB ranks #54 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp \De\
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in UCB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,402,767 | 182,467 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,842,213 | 185,526 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,874,823 | 188,175 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,505,346 | 239,405 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,326,612 | 245,942 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,287,639 | 259,070 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,496,011 | 262,953 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,267,150 | 249,902 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,303,845 | 247,598 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,323,195 | 240,243 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,232,369 | 247,176 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,056,016 | 238,332 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,753,997 | 110,204 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,297,041 | 117,249 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,830,013 | 113,314 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,671,385 | 110,918 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,666,531 | 88,325 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,018,064 | 86,726 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,042,572 | 84,657 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,417,947 | 73,673 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,562,912 | 80,066 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,489,156 | 72,953 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,970,266 | 69,278 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,279,383 | 75,569 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,551,010 | 77,088 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,401,117 | 76,522 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||