Position in UCB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$384,830
+$59,950 QoQ
Shares Held
10,967
+6.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 370 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,974 across 105 Banks - Regional names. UCB ranks #73 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in UCB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,830 | 10,967 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $324,880 | 10,317 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $293,904 | 9,414 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $301,805 | 9,627 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $594,369 | 19,952 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $564,005 | 20,050 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $507,944 | 15,721 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $408,398 | 14,044 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $499,956 | 19,637 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,105,149 | 41,989 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $869,986 | 29,733 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $520,980 | 20,503 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $513,467 | 20,547 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $741,831 | 26,381 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $821,137 | 24,294 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $814,491 | 24,607 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $858,691 | 28,443 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,581,485 | 45,445 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,532,481 | 42,640 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,349,129 | 41,107 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,253,125 | 39,148 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,148,170 | 33,651 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $871,485 | 30,643 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $275,093 | 16,249 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $254,494 | 12,649 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $160,924 | 8,789 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||