Position in UCB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$555,369
+$57,859 QoQ
Shares Held
15,827
+0.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 370 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Financial, LLC holds $23,415,103 across 23 Banks - Regional names. UCB ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
78,940 | $4,449,847 | |
| 2 | USB |
US Bancorp \De\
|
53,314 | $3,220,165 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,798 | $2,904,903 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
45,188 | $2,609,607 | |
| 5 | RF |
Regions Financial Corp
|
68,838 | $2,078,907 | |
| 6 | TFC |
Truist Financial Corp
|
27,288 | $1,359,488 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,349 | $697,657 | |
| 8 | UVSP |
UNIVEST FINANCIAL Corp
|
13,570 | $593,687 |
All Filings in UCB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,369 | 15,827 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $497,510 | 15,799 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $470,984 | 15,086 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||