Position in UCB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$991,573
+$62,960 QoQ
Shares Held
28,258
-9.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 369 holders
Holding Since
Mar 2020
23 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, 2026STIFEL FINANCIAL CORP holds $966,747,704 across 144 Banks - Regional names. UCB ranks #77 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
3,129,603 | $189,028,019 | |
| 2 | TFC |
Truist Financial Corp
|
2,682,932 | $133,663,669 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
389,592 | $95,925,341 | |
| 4 | MTB |
M&T Bank Corp
|
363,534 | $86,524,724 | |
| 5 | RF |
Regions Financial Corp
|
1,230,847 | $37,171,577 | |
| 6 | FITB |
Fifth Third Bancorp
|
464,728 | $26,196,714 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
621,452 | $19,917,535 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
271,534 | $19,026,385 |
All Filings in UCB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $991,573 | 28,258 | Shares | Defined | 2026-08-12 | |
| 2025-06-30 | $928,613 | 31,172 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $883,591 | 31,411 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,305,549 | 40,407 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,174,773 | 40,398 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $831,065 | 32,642 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,047,325 | 39,792 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $241,979 | 8,270 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $262,763 | 10,341 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $530,911 | 21,245 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $609,695 | 21,682 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $718,654 | 21,262 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $438,607 | 13,251 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $403,096 | 13,352 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $571,345 | 16,418 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $682,859 | 19,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $603,297 | 18,382 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $586,295 | 18,316 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $595,462 | 17,452 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $463,429 | 16,295 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $224,610 | 13,267 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $285,683 | 14,199 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $270,530 | 14,775 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||