Position in UCB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$211,241
+$21,672 QoQ
Shares Held
6,020
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#259
of 370 holders
Holding Since
Mar 2026
2 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, 2026BARLOW WEALTH PARTNERS, LLC holds $10,891,977 across 11 Banks - Regional names. UCB ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
61,517 | $4,704,204 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,415 | $2,564,381 | |
| 3 | TRMK |
Trustmark Corp
|
26,864 | $1,236,012 | |
| 4 | USB |
US Bancorp \De\
|
6,736 | $406,854 | |
| 5 | FNB |
Fnb Corp/Pa/
|
18,291 | $348,992 | |
| 6 | FCAP |
First Capital Inc
|
5,350 | $345,824 | |
| 7 | ONB |
Old National Bancorp /In/
|
12,309 | $318,803 | |
| 8 | RBCAA |
Republic Bancorp Inc /Ky/
|
3,045 | $275,359 |
All Filings in UCB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,241 | 6,020 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $189,569 | 6,020 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||