Position in UCB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$87,227
-$28,255 QoQ
Shares Held
2,770
-25.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026OAKWORTH CAPITAL, INC. holds $30,144,637 across 16 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
444,065 | $25,031,943 | |
| 2 | RF |
Regions Financial Corp
|
55,521 | $1,676,732 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
28,466 | $1,234,712 | |
| 4 | TFC |
Truist Financial Corp
|
23,992 | $1,195,281 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,055 | $259,761 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,516 | $253,813 | |
| 7 | SSB |
SouthState Bank Corp
|
1,855 | $185,313 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
6,301 | $111,716 |
All Filings in UCB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,227 | 2,770 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $115,482 | 3,699 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $115,963 | 3,699 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $110,193 | 3,699 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $155,952 | 5,544 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $179,126 | 5,544 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $161,219 | 5,544 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $141,150 | 5,544 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $145,918 | 5,544 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $162,217 | 5,544 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $140,873 | 5,544 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $138,544 | 5,544 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||