Position in UNB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$337,391
-$377,593 QoQ
Shares Held
13,873
-54.0% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,138,363,577 across 166 Banks - Regional names. UNB ranks #137 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,940,887 | $227,132,575 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
940,439 | $195,695,951 | |
| 3 | USB |
US Bancorp De
|
3,087,669 | $160,589,664 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
2,838,548 | $44,423,276 | |
| 5 | FITB |
Fifth Third Bancorp
|
831,223 | $38,618,620 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
546,926 | $32,799,152 | |
| 7 | RF |
Regions Financial Corp
|
1,247,350 | $32,580,782 | |
| 8 | MTB |
M&T Bank Corp
|
134,213 | $27,744,511 |
All Filings in UNB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,391 | 13,873 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $714,984 | 30,130 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $774,393 | 31,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $801,687 | 30,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,084,487 | 34,461 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $975,394 | 33,739 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $907,783 | 35,009 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $722,350 | 33,629 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,002,901 | 32,882 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $950,303 | 31,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $584,177 | 27,209 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $612,288 | 26,335 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $506,031 | 22,887 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $459,887 | 19,154 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $423,084 | 18,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $485,736 | 18,575 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $573,981 | 18,456 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $556,806 | 18,666 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $682,613 | 21,345 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $787,277 | 21,748 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $639,960 | 21,332 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $529,394 | 20,591 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $477,350 | 23,538 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||