Position in UCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,955,724
-$889,739 QoQ
Shares Held
340,716
-16.5% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#38
of 370 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aristotle Capital Boston, LLC holds $191,497,398 across 13 Banks - Regional names. UCB ranks #9 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
181,329 | $25,886,528 | |
| 2 | NBHC |
National Bank Holdings Corp
|
485,740 | $21,581,428 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
454,584 | $19,233,449 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
242,607 | $19,190,213 | |
| 5 | WSBC |
Wesbanco Inc
|
435,329 | $16,990,890 | |
| 6 | BKU |
BankUnited, Inc.
|
334,868 | $16,224,354 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
420,721 | $13,484,108 | |
| 8 | FIBK |
First Interstate Bancsystem Inc
|
348,476 | $13,437,234 |
All Filings in UCB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,955,724 | 340,716 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,845,463 | 407,922 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,745,081 | 472,296 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,353,852 | 521,654 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,800,318 | 530,390 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,056,969 | 570,813 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,621,361 | 700,135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,512,950 | 774,173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,688,396 | 773,307 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,909,715 | 832,436 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,961,793 | 853,103 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,642,444 | 891,084 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,485,952 | 899,798 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,746,865 | 880,045 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,524,840 | 873,516 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,675,109 | 896,529 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,426,494 | 974,710 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,331,160 | 641,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,569,919 | 655,813 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||